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Client Training Associate Jobs

Client Associate Jobs
By Rockefeller Capital Management At Saratoga Springs, NY, United States
0-3 years prior customer service experience within banking or finance industry, or equivalent experience, preferred
Experience in actual account servicing roles, including on-boarding of new accounts, is a particular plus
Strong communication skills, both written and verbal
Coordinate with other team members to proof reports and deliver them, with execution instructions, in time for client meetings.
Perform one-off financial research requests using third-party data and software, and internal systems
Series 7 license preferred, or willing to take and pass required licensing exams
Client Management Associate Jobs
By Teladoc Health At , , Il $65,000 - $72,000 a year
3+ years of experience working in a customer-facing role at a digital health, healthcare, wellness, benefits, or SaaS company.
Strong problem-solving skills, keen attention to detail, and manage multiple client issues to resolution.
Strong interpersonal, relationship-building and listening skills, with a natural, effective consultative style.
Experience working with vendor partners on data and file sharing a plus.
Support a portfolio of Teladoc Health clients, which may include enterprise employers, health plans and providers.
Lead team projects to develop processes, new tools, and intellectual capital that will better support team efforts.
Client Training & Development Manager
By ProService Hawaii At Honolulu, HI, United States
7+ years of related HR or Training experience
Advanced degree in business or related field; HR or Training certification preferred (e.g. SPHR, SHRM-CP, CPLP)
Experience in developing and delivering training programs in a variety of media, including classroom and web-based formats.
Generous paid time off including 7 observed holidays, floating holidays, and paid volunteer time.
Company contribution towards individual healthcare plans (medical, drug, vision, and dental)
Flexible Spending, Life, and Accident insurance programs
Client Associate Jobs
By Paramount At Atlanta, GA, United States
• Offer administrative and office management support to the team
• Cash management & RMDs
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Strong client facing, interpersonal, organizational, and client service skills
Client Intake Associate Jobs
By Behavioral Innovations At Addison, TX, United States
Effective time management and organizational skills
Experience with Salesforce and Electronic Medical Records (EMR) systems is preferred
Experience with intake and/or sales, as you will respond to inbound calls/making outbound calls
Excellent written and verbal communication skills
Medical, Dental, and Vision Benefits
Someone who embodies BI’s Core Values: Caring, Collaborative, Accountable and Family-focused
Client Associate – Latin America
By Brown Brothers Harriman At New York, United States
Wealth Management/Private Banking experience preferred
Demonstrates efficient time management skills
Support the relationship management team in efforts to grow the business through client prospecting via associated research.
Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process.
The Client Associate also works with the office manager and relationship teams to minimize risk and exposure to the firm.
Manage self to develop both professionally and personally by utilizing the internal resources at BBH.
Client Associate Jobs
By Brown Brothers Harriman At Chicago, IL, United States
Wealth Management/Private Banking experience preferred
Demonstrates efficient time management skills
Support the relationship management team in efforts to grow the business through client prospecting via associated research.
Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process.
The Client Associate also works with the office manager and relationship teams to minimize risk and exposure to the firm.
Manage self to develop both professionally and personally by utilizing the internal resources at BBH.
Client Associate Jobs
By Wells Fargo At Daytona Beach, FL, United States
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Brokerage or Financial Services industry experience
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Facilitate Financial Advisor and client requests for account related information and/or quotes
Training Associate Jobs
By Otter At Los Angeles, CA, United States
Deliver engaging role-based training focused on equipping support specialists with the knowledge and skills needed to excel at their jobs.
Administrative support and management of all on-boarding classes through our internal LMS (Learning Management System)
Excellent problem-solving and analytical skills with knowledge in data analysis techniques
Identifying and addressing knowledge gaps and developing content to build knowledge expertise across support functions.
Strong knowledge in the use of computer applications, such as Zendesk, SharePoint, and good understanding of LMS applications/software
Act as primary contact for every aspect of onboarding/training while maintaining strong rapport with cross-functional stakeholders.

Are you looking for an exciting opportunity to help others learn and grow? We are looking for a Client Training Associate to join our team and provide exceptional training and support to our clients. If you have a passion for teaching and helping others, this is the perfect job for you!

Overview A Client Training Associate is responsible for providing training and support to clients on the use of products and services. They are responsible for developing and delivering training materials, conducting training sessions, and providing technical support to clients. They must be knowledgeable about the products and services they are training clients on and be able to troubleshoot any issues that arise. Detailed Job Description The Client Training Associate is responsible for providing training and support to clients on the use of products and services. This includes developing and delivering training materials, conducting training sessions, and providing technical support to clients. The Client Training Associate must be knowledgeable about the products and services they are training clients on and be able to troubleshoot any issues that arise. They must also be able to communicate effectively with clients and be able to explain complex concepts in a simple and easy to understand manner. Job Skills Required
• Excellent communication and interpersonal skills
• Knowledge of products and services
• Ability to troubleshoot technical issues
• Ability to explain complex concepts in a simple and easy to understand manner
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines
Job Qualifications
• Bachelor’s degree in a related field
• Previous experience in customer service or training
• Knowledge of computer systems and software
• Ability to use presentation software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of training principles and practices
• Knowledge of product and service features and benefits
• Knowledge of computer systems and software
Job Experience
• Previous experience in customer service or training
• Previous experience in developing and delivering training materials
• Previous experience in providing technical support
Job Responsibilities
• Develop and deliver training materials
• Conduct training sessions
• Provide technical support to clients
• Troubleshoot technical issues
• Monitor client progress and provide feedback
• Maintain records of client training sessions
• Update training materials as needed