[Remote] Client Engagement Specialist I

Note: The job is a remote job and is open to candidates in USA. Transamerica is a financial services company dedicated to helping people achieve their best lives. The Client Engagement Specialist I serves as the initial point of contact for customers seeking financial guidance, triaging calls and matching customers with appropriate advisors while ensuring a positive customer experience. Responsibilities Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs Schedule appointments with advisors for simple/routine customer requests Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner Keep abreast of product offerings to better identify the value proposition to customers Skills Bachelor's degree in a business related field or equivalent experience Ability to communicate in a friendly and persuasive manner Listening skills to identify and assess customer needs Professional demeanor to represent the company through a virtual environment Critical thinking and problem-solving skills Ability to multi-task and work in a team environment Proficiency using MS Office products Experience in the financial services industry Customer service experience Benefits Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Company Overview Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon. It was founded in 1904, and is headquartered in Cedar Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Transamerica has a track record of offering H1B sponsorships, with 3 in 2026, 39 in 2025, 33 in 2024, 25 in 2023, 52 in 2022, 42 in 2021, 46 in 2020. Please note that this does not guarantee sponsorship for this specific role.