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Client Trainer Jobs

Client Technology Experience, Onboarding Trainer
By NewEdge Wealth At Stamford, CT, United States
3-5 years of technical or client relationship management experience
Familiar with one or all of the main applications – Salesforce, Orion, Wealthscape, OKTA, and/or other Wealth Management/Financial services applications
Experience in training technical applications
Provide training and demonstrations to internal employees and end-clients
Executing an engagement plan as new teams and employees onboard; provide training, resources, setup meetings as needed
Ensure new hires have adequate technical assistance to setup and navigate technology platforms

Are you passionate about helping others reach their full potential? We are looking for a Client Trainer to join our team and help our clients reach their goals. As a Client Trainer, you will be responsible for providing training and support to our clients, helping them to develop their skills and knowledge. If you are an enthusiastic and motivated individual, this could be the perfect job for you!

Overview A Client Trainer is responsible for providing training and support to clients on the use of a company’s products and services. They are responsible for ensuring that clients are able to use the products and services effectively and efficiently. They must be able to explain complex concepts in a clear and concise manner and be able to troubleshoot any issues that may arise. Detailed Job Description A Client Trainer is responsible for providing training and support to clients on the use of a company’s products and services. They must be able to explain complex concepts in a clear and concise manner and be able to troubleshoot any issues that may arise. They must be able to provide technical support and advice to clients, as well as answer any questions they may have. They must be able to develop and deliver training materials, such as presentations, manuals, and videos, and be able to customize them to meet the needs of each client. They must be able to assess the needs of each client and develop a training plan to meet those needs. They must be able to provide feedback to clients on their progress and be able to identify areas for improvement. Job Skills Required
• Excellent communication and interpersonal skills
• Knowledge of the company’s products and services
• Ability to explain complex concepts in a clear and concise manner
• Ability to troubleshoot technical issues
• Ability to develop and deliver training materials
• Ability to assess client needs and develop a training plan
• Ability to provide feedback to clients
• Ability to identify areas for improvement
Job Qualifications
• Bachelor’s degree in a related field
• Previous experience in a customer service or training role
• Knowledge of the company’s products and services
• Knowledge of instructional design and adult learning principles
• Knowledge of computer software and hardware
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of the company’s products and services
• Knowledge of instructional design and adult learning principles
• Knowledge of computer software and hardware
• Knowledge of customer service principles
Job Experience
• Previous experience in a customer service or training role
• Previous experience in a technical support role
• Previous experience in a software development role
Job Responsibilities
• Provide training and support to clients on the use of the company’s products and services
• Explain complex concepts in a clear and concise