Client Engagement Specialist

Client Engagement Specialist Location: Remote Salary: Competitive Salary based on Experience and Generous Bonus Vacancy Type: Permanent, Full Time The Role At the company, they make it simple for people to find and consolidate their pensions. They're looking for two additional Client Engagement Specialists to join their remote team. This role is ideal for ambitious, self-motivated individuals who enjoy speaking with people, building trust, and guiding them towards solutions that make a real difference in their financial future. Key Responsibilities Engage with warm leads from their marketing campaigns and client support team. Listen to clients, understand their needs, and explain their services clearly and professionally. Build rapport and guide clients through their pension tracing journey. Support clients in making informed, confident decisions. Keep accurate records in their CRM system. Skills and Qualifications Excellent communication and relationship-building skills. Determination, resilience, and the ability to work towards goals. Self-motivation and confidence working on your own initiative. Professionalism and integrity when dealing with client finances. Beneficial (but not essential): experience in pensions, financial services, or regulated industries. Benefits Remote working with flexibility. Company laptop, full training, and ongoing development. Competitive salary plus performance-related bonuses. Company pension scheme. Clear progression opportunities in a fast-growing business. The chance to make a real impact helping people gain clarity and confidence with their pensions. To Apply If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply.

Location: Congleton, North West, GB

Posted Date: 8/19/2025