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Client Engagement Associate Jobs (NOW HIRING)

Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately. Qualifications * Proven experience in a high-volume outreach, sales, or customer engagement ...

This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and showroom operations. The position focuses on assisting with customer experience activities, showroom ...

Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately. Qualifications * Proven experience in a high-volume outreach, sales, or customer engagement ...

Client Communication - Respond to inquiries, follow up on estimates, and coordinate order pickups. * Scheduling - Assist with booking client meetings and follow-ups. * Sales & Ops Support - Help with ...

Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately. Qualifications * Proven experience in a high-volume outreach, sales, or customer engagement ...

Client Communication - Respond to inquiries, follow up on estimates, and coordinate order pickups. * Scheduling - Assist with booking client meetings and follow-ups. * Sales & Ops Support - Help with ...

Client Communication - Respond to inquiries, follow up on estimates, and coordinate order pickups. * Scheduling - Assist with booking client meetings and follow-ups. * Sales & Ops Support - Help with ...

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Manage client accounts and ensure long-term satisfaction * Stay organized and actively build your own pipeline * Represent the company with professionalism, energy, and confidence What We're Looking ...

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Client Engagement Associate information

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$23K

$47K

$72.5K

How much do client engagement associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client engagement associate in the United States is $46,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $55,500.00 per year, depending on experience, location, and employer.

What are some common challenges a client engagement associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

What are the key skills and qualifications needed to thrive as a client engagement associate?

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

What is the difference between Client Engagement Associate vs Customer Service Representative?

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

What is a client engagement associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.
What cities are hiring for Client Engagement Associate jobs? Cities with the most Client Engagement Associate job openings:
What are the most commonly searched types of Client Engagement jobs? The most popular types of Client Engagement jobs are:
What states have the most Client Engagement Associate jobs? States with the most job openings for Client Engagement Associate jobs include:
Infographic showing various Client Engagement Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $46,962 per year, or $22.6 per hour.

Client Engagement Associate

Advocate

Orlando, FL • Remote

Full-time

Re-posted 4 days ago


Job description

Overview
At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA's and case managers. 
 
We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point of contact for potential claimants. In this role, you will engage new leads, guide them through the initial information gathering and contract signing process via our Onboarding Flow, and effectively convert interested individuals into Advocate claimants. You'll focus on initiating the claimant journey, ensuring potential claimants feel supported and informed from the very beginning. If you are results-oriented, possess excellent communication skills, and are passionate about helping people navigate complex processes, this role offers the opportunity to make a significant impact without managing ongoing case submissions.
Job Responsibilities
  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, email and potentially other channels.
  • Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established contact sequences (calls, texts, voicemails).
  • Clearly articulate Advocate's value proposition and answer frequently asked questions to build trust and encourage engagement.
  • Guide potential claimants through Advocate's online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract.
  • Communicate with LTD customers for assistance reaching potential CLs and status updates
  • Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce.
  • Identify and appropriately handle leads who may not be eligible for services based on initial criteria.
  • Collaborate with the team to meet and exceed lead conversion goals.
  • Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately.
Qualifications
  • Proven experience in a high-volume outreach, sales, or customer engagement role (e.g., call center, intake specialist, sales development).
  • Excellent verbal and written communication skills, with an ability to explain processes clearly and empathetically.
  • Strong interpersonal and persuasion skills with a persistent approach to achieving goals.
  • Experience using CRM software (Salesforce preferred) and communication tools (ZenDesk).
  • Highly organized with strong attention to detail for tracking lead progress and documenting interactions.
  • Ability to work independently and manage time effectively in a remote setting.
  • Passionate about helping others and contributing to a mission-driven company.
  • Familiarity with the Social Security disability process is a plus, but not required.
This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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