Select Advisors Institute · 9 hours ago
Learning and Training Client Coordinator
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Responsibilities
Train clients and team members on business processes, software tools, and best practices.
Develop easy-to-understand training guides, videos, manuals, and resources.
Support clients in implementing new systems and answer challenging questions.
Regularly meet with clients to gather feedback and refine their deliverables.
Collaborate with our internal team to optimize and enhance client experiences.
Stay updated on emerging technology trends and recommend tools to improve efficiency.
Qualification
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Required
A natural people-person who enjoys teaching and helping others succeed.
Someone tech-savvy who learns new systems quickly and can explain them to others.
Strong organizational skills and the ability to manage multiple projects at once.
Confidence in leading client-facing interactions, both one-on-one and in groups.
A proactive problem-solver who isn’t afraid to take initiative.
Excellent written and verbal communication skills.
Company
Select Advisors Institute
Select Advisors works closely with financial services firms to revamp their teams and processes in order to better reach their target market and audience.