Editorial summary

The company is seeking a 6-month Client Engagement Associate in Banking based in New Jersey. The role involves calling qualified leads to introduce the platform, guiding prospects through account opening and core journeys, and handling retention and client care by contacting inactive or at‑risk clients to understand needs and explain features and incentives. The position requires prioritizing leads and adapting pitches to client experience and interests using provided data and lead lists. Compensation is $4,900 per month.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job https://singapore.job-q.com/jobs/detail/6-months-client-engagement-associate-banking-4k-to-4-9k-nja-41750 first appeared in Job-Q.com on 06 Nov 2026]

The Job:

• Call qualified leads and prospects to introduce the platform and key propositions; guide interested prospects through account opening and core journeys
• Retention and client care
• Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition
• Highnet worth clients
• Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided
• Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate.
• Decide when a retention case needs to be escalated to a manager or the appropriate team
• Identify recurring objections, attrition reasonsand process gaps, and report them for improvement

Requirements

• 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance.
• Proven record of meeting sales conversion or retention targets.
• Good interpersonal skills and a customer-centric mindset
• Able to explain financial concepts simply and accurately without straying into investment advice
• Willing to complete all required regulatory and compliance training.

The Requirements:

• Min Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience

Interested applicants can send their detailed resumes to or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg.No. 199601303W || EA Licence No. 99C4599

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