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Client Engagement

Location: United States
Experience Type: Job Simulations
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Recommend the right Bloomberg product to a wealth management client as part of our Client Engagement team

Bloomberg is building the world’s most trusted information source and community for financial professionals. We use our dynamic network of data, ideas, and analysis to solve difficult problems. Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions. 

Are you interested in finance and technology? Are you proactive and have strong communication and problem-solving skills? In this program, you’ll have the chance to learn and build key skills to pursue a career at Bloomberg.

So what’s in it for you?
• You’ll complete the program all at your own pace, completely open-access.
• You’ll get a feel for the skillset needed to launch a successful career in the Analytics and Sales career track at Bloomberg.
• You’ll receive a certificate of completion from Bloomberg that will help you stand out in the application process!

We hope this program helps you discover potential career development and mobility at Bloomberg!

This program is self-paced. It takes approximately 3-4 hours to complete.

Skills Learned:

  • Understanding Client Needs
    Crafting questions to guide sales in the financial services sector

    • Problem Identification
    • Problem Solving
    • Excel
    • Interview Techniques
  • Solving Client Problems
    Identifying solutions and communicating with clients

    • Problem Solving
    • Communication
    • Research
  • Finish Line

Experience Information

Sponsor
Bloomberg
Learn More
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Forage Showcase your skills. Find your career fit.
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Meet the Community Team

DANIEL PASCOE AGUILAR
Chief Diversity Office & Founding Director of the Center for Social Justice
Meet DANIEL
RUBI BLANCAS ORDUNA
Program Director, Center for Social Justice
Meet RUBI
All rope teams are open to Excelsior students, faculty, staff, and members of the public. Even rope teams that specifically identify an identity or allyship are open to all member of the community and all are encouraged to visit, learn, and respectfully engage.   Todos los rope teams están abiertos a estudiantes, docentes, y personal de Excelsior, asi' como al público en general. Incluso los rope teams que identifican específicamente a una identidad o a una forma de alianza están abiertos a tod_ miembr_ de la comunidad. Alentamos a toda persona a visitar, aprender y participar de manera respetuosa.
Phone
7273874615
Email
community@excelsior.edu
Website
https://www.excelsior.edu/about/st-pete
Address

Suite 100
9400 4th St N
St. Petersburg, FL 33702

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