Customer Engagement Specialist

Our client is a leading consultancy working within the Financial Services Industry looking to engage a Customer Engagement Specialist on a contract basis. This is an on-site role based in Docklands, focused on strengthening client relationships and driving high-impact engagement initiatives across banking and insurance.

The Opportunity

As the Customer Engagement Specialist, you’ll play a key role in shaping and delivering customer and market engagement strategies across priority accounts. You’ll blend strategic planning, event management, internal communications, and client engagement to ensure consistent, high-quality experiences for stakeholders and customers.

Key Responsibilities

FSI Engagement & Strategy

• Partner with FSI sales teams to drive regular engagement across accounts, aligned to priorities and activities
• Co-develop and execute customer and market engagement strategies, including targeted activations and account-based initiatives
• Support high-impact account engagement across key FSI clients (banking and insurance)

Sales Plays & Content Development

• Coordinate the delivery of sales plays with strong project management across stakeholders
• Collaborate with marketing and subject matter experts to create compelling, industry-relevant messaging

Customer Messaging & Campaigns

• Design and execute targeted engagement campaigns with marketing, practice teams and SMEs
• Tailor messaging for the FSI market across channels
• Support content development for newsletters, social media and client communications

Event Management

• Plan and deliver internal and external events aligned to engagement objectives (e.g., customer roundtables, industry events, networking and client partnership events)
• Manage end-to-end logistics, stakeholder coordination and post-event follow-up

Internal Communications

• Lead internal engagement activities (town halls, workshops, newsletters)
• Support and coordinate ongoing social media presence with the broader team
• Ensure consistent communication of initiatives, updates and successes across the business

Client Engagement Materials

• Develop executive-level client presentations and engagement materials
• Support senior stakeholders to articulate value propositions across FSI solutions and services
• Contribute to customer-facing collateral that supports deal progression

Sales Enablement

• Support sales teams and practice partners with tools, collateral and enablement assets
• Create reusable materials tailored to FSI opportunities and client conversations
• Collaborate with internal and external partners to strengthen sales effectiveness

What You’ll Bring

• Bachelor’s degree in Marketing, Business, Communications or a related field
• 3-5+ years’ experience in customer engagement, marketing, event management or a related role within Financial Services (banking and/or insurance)
• Proven ability to manage multiple initiatives and deliver in a fast-paced, stakeholder-heavy environment

For more information feel free to contact Melissa Haddad at Sign in to view email

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