Client Engagement Officer

Company: The Bachrach Group
Location: Boca Raton
Posted on: May 7, 2022

Job Description:

Client Engagement Officer Our client is looking for a supportive client service focused business developer who is a financial services professional that is responsible for fostering and building potential client and advisor relationships. You will work with the Business Development Officers and assist them with potential clients and their professional advisors through each step of the sales and onboarding process, engaging them with exceptional client service through proactive communication and prompt responsiveness. You will be responsible for providing comprehensive administration support to the BDOs and work closely with them to achieve development goals and strategies. Must be proficient with Microsoft products. Bachelors degree or equivalent experience is required. This is a hybrid opportunity with a fair split of working from home and in the office. One year sales support or customer service experience within financial services is required. They pay a competitive salary with a bonus, and other great benefits. Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions. Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business. So, lets start building! Any inquiries relating to this ad will be kept confidential. To learn more about our organization please visit us at www.westportone.com To apply for this position, submit your resume by choosing one or more of the following: ***CLICKING APPLY NOW ON THIS PAGE*** (PREFERRED) Email your resume in WORD format to kim@westportone.com. Please refer to job reference code NB/TNengagement in the subject line. Fax resume with cover letter to 314-991-9586. Attention: Kim Carlson. Please refer to job reference code NB/TNengagement NO CALLS PLEASEby Jobble

Keywords: The Bachrach Group, Boca Raton , Client Engagement Officer, Other , Boca Raton, Florida