Platform Consultant job in Chicago, IL| Recruit Arrow
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Platform Consultant
Location : Illinois, Chicago
Refer job # JPAS340472
Job Responsibilities and Requirements: A leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. technology is focused on addressing financial advisors' front-, middle- and back-office needs. is headquartered in Chicago. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Essential Job Functions: Deliver consultation and support to financial advisors through inbound calls and web trainings, educating them on the benefits and functions of platform capabilities, increasing platform usage and advisor efficiency. Act as a Subject Matter Expert both internally and externally on platform functionality. Demonstrate outstanding advisor support through proven service techniques. Areas of expertise include: Advisor directed and UMA model support including model creation, model management and trading Online proposal generation and Statement of Investment Selection (SIS) support General site navigation support Financial Planning (Logix) support 1:1 web trainings Requirements 3-5 years of experience in the financial services area working with clients by providing first level support on financial platforms, cross-sell of products, financial analysis or other client facing roles. Degree in Business or Finance preferred or equivalent work experience Excellent troubleshooting skills and experience in issue management a plus Comfortable operating in tight deadlines with the ability to balance multiple priorities Demonstrated experience managing challenging client interfaces, navigating situations to resolution and providing exceptional client service Excellent communication skills, ability to articulate complex concepts to technical teams as well as advisors a must Ability to quickly grasp complicated situations- team members will have an in-depth knowledge about the platform features and functionality, including advisor directed tools and Reporting Team player who s willing to build relationships and work both individually and in a collaborative approach.
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