Consultant Microsoft 365 designing environments and driving usage for collaborative tools like Teams and SharePoint. Focused on integrating AI and enhancing user adoption in diverse client contexts.
About the role
- Advisor Platform Success Consultant serving financial professionals through technology and relationship management. Assisting with CRM systems and providing technology training and support.
Responsibilities
- Assist the OAS Platform Success Team in serving, building and strengthening relationships with financial professionals
- Serve as primary point of contact for day-to-day questions or issues related to tech
- Provide navigational support & training for CRM & performance reporting solutions
- Conduct technology consulting calls with advisors
- Communicate effectively across team and escalate high priority issues accordingly
- Partner with platform vendors when necessary to solve complex advisor issues
- Educate advisors and their staff about technology procedures related to tools provided by the RIA
Requirements
- Minimum 2 years’ related experience in financial services or similar industry
- Knowledge of investment services, products, practices, and general market trends
- Well-developed analytical and project management skills
- Working knowledge of Microsoft Word, Excel, Outlook, and other Web-based applications
- Strong knowledge of FINRA SEC, and state rules and regulations
- Excellent verbal and written customer service skills
- Possess excellent organizational skills
Benefits
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days
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