Client Engagement Specialist

Victory Capital; San Antonio (TX); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Flexible PTO

Family leave

Tuition reimbursement

401k with employer match

Job summary

Victory Capital is seeking a Client Engagement Specialist to deliver world-class service in an inbound investment center. You will educate clients on mutual funds, 529 plans, and retirement accounts while expanding relationships across Victory Capital products.

You will receive comprehensive training and have opportunities for FINRA licensing and career growth within the firm, in a structured, customer-focused environment that emphasizes integrity and service excellence.

Qualifications

• Experience in customer service, preferably in a contact center.
• Strong communication and customer engagement skills.
• Willingness to work any shift within operating hours and occasional overtime during peak seasons.

Responsibilities

• Deliver world-class customer service in an inbound setting.
• Educate customers on investment products and services to broaden the relationship.
• Prioritize multiple tasks and navigate multiple internal systems.
• Demonstrate compassion and empathy in all interactions.
• Operate in a scheduled work environment.
• Be a problem solver for customer inquiries and issues.
• Maintain knowledge of Victory Capital products, policies, and current market regulations.

Skills

Customer service

Communication

Flexibility

OT readiness

Job description

About Victory Capital

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital | San Antonio, TX

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow Facebook, Twitter (X), and LinkedIn.

General Summary And Purpose

If you are ready to start your career in financial services, or already have experience and are looking to be part a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering an outstanding customer experience. As a Client Engagement Specialist, you will operate in an inbound investment center where you will have an opportunity to impact customers through financial education and product specific support with mutual funds, 529s, and retirement accounts.

Everything we do is rooted in a strong belief that through our products and services we can help every investor achieve their unique financial goals no matter how big or small. For our Client Engagement Specialists, every customer interaction is an opportunity to have a lasting impact and bring this belief to life.

We are committed to your success! You will receive comprehensive paid training focused on customer service, product knowledge, systems, and so much more. As you gain more experience you will have the support for additional FINRA licensing and other opportunities to grow your career at Victory Capital.

You Will

• Deliver world-class customer service in an inbound setting
• Educate customers on investment products and services and utilize customer interactions to broaden the relationship with Victory Capital
• Prioritize multiple tasks and navigate multiple internal systems
• Demonstrate compassion and empathy
• Operate in a scheduled work environment
• Be a problem solver
• Maintain knowledge of Victory Capital products, policies, and remain current on financial markets and regulations

You Have

• A desire to learn
• Strong communication skills and customer engagement skills
• Flexibility and the ability to work any shift during our operating hours, 7:30AM CT - 7:00PM CT Monday through Friday. During peak season there may be mandatory OT as required.

Preferred Skills

• Customer service experience, preferably in a contact center environment
• 2+ years of financial services industry experience and familiarity with mutual funds, 529 college savings plans, ETFs, retirement products, and brokerage experience
• Active FINRA SIE, Series 7, Series 63, Series 66, Series 24
• Experience meeting and exceeding sales, service, and customer satisfactions goals

Our Benefits

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation

The target base salary range for this position is $48,000 - $ 52,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.