Client Engagement Specialist

Default Brand; Town of Texas (WI); On-site; USD 48,000 - 52,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Flexible PTO

Family leave

Education reimbursement

401k with employer match

Job summary

Victory Capital Management in Wisconsin (Town of Texas) is seeking a Client Engagement Specialist to deliver inbound financial education and product support across mutual funds, 529s, and retirement accounts. You will help customers, expand relationships, and stay current on market practices while gaining FINRA licensing opportunities.

Join a purpose-driven team with comprehensive training, competitive compensation, and a benefits package designed to support your growth and work-life balance.

Qualifications

• Strong communication skills and customer engagement abilities.
• A desire to learn.
• Flexibility to work any shift during operating hours 7:30AM CT – 7:00PM CT Monday through Friday; potential mandatory overtime during peak season.
• 2+ years in financial services with familiarity of mutual funds, 529 plans, ETFs, retirement products, and brokerage experience.
• Customer service experience, preferably in a contact center environment.
• Experience meeting and exceeding sales, service, and customer satisfaction goals.

Responsibilities

• Deliver world-class customer service in an inbound setting.
• Educate customers on investment products and services and 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 stay current on financial markets and regulations.

Skills

Communication skills

Desire to learn

Flexibility

Job description

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 us on 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
• Experience meeting and exceeding sales, service, and customer satisfactions goals

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 theKnow Your Rights notice from the Department of Labor.

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.