Relationship Training Manager
We're looking for a candidate to fill this position in an exciting company in The Finance Sector. Own the on-boarding process and program by building strategic relationships with Financial Planners, Advisers and Stockbrokers Provide high quality support to advisers, assistants and operational staff covering off on a number of service matters - i.e new accounts, navigating the website to name a few Identify and facilitate onsite/over the phone training to adviser assistants or operational teams as required Participate in outbound campaign activity to assist the business in meeting any revenue or service targets Build a pipeline of day to day initiatives and once off initiatives to assist with engaging advisers Take ownership of issues or problems as they arise and handle their resolution Thrive in a dynamic, targets driven environment Have a real passion for customer service, with previous relationship management sales experience being highly regarded.
Have Advance MS Excel skills - for creating formulas and building reporting capabilities. Be a multitasker, with strong time management and prioritisation. Have experience within Financial Markets or financial services industry allowing you to educate and support our clients.
Knowledge of the IFA market and how it operates.