Customer Training Specialist

Role and Responsibilities

The Customer Training Specialist position is responsible for providing educational instruction to our clients in the financial services industry. Working closely with the Client Relationship Manager, you will help create and conduct external and internal company trainings as necessary. Candidates must be comfortable facilitating and presenting in a classroom style setting as well as online via WebEx and Webinars. Additional duties include:

• Provide exceptional customer service and build relationships with our clients
• Facilitate the on-boarding of new clients
• Maintain product knowledge on existing and future product features and disseminate this knowledge to existing and new clients
• Proactively gather feedback from clients regarding ongoing requirements

Qualifications and Education Requirements

• Excellent verbal and written communication skills
• Demonstrated skills in training, group/individual presentations and client interfacing
• Ability to simultaneously manage several projects to successful completion
• Fluency in English a must and an additional language such as Cantonese, Putonghua or Japanese a plus
• 3+ years’ experience in the financial industry preferably in corporate education and training
• Bachelor’s degree (Arts, Finance, Economics, Law or related disciplines)

Preferred Skills

• Ability to multitask and work well under pressure
• Understands the fundamentals of software training and is technology savvy
• Should be comfortable working in a team environment and able to communicate with several different organizational levels of financial institution representatives
• Detail-oriented and able to work autonomously in a face paced environment
• Excellent follow-up and organizational skills