Remote Client Trainer
(National Capital Reg – Taguig)

Responsibilities:

*  The role of Remote Client Trainer will be to focus on increasing customer satisfaction for those customers currently taking desktop Products.
* Will support onsite client training activities by engaging end users via remote methods, predominately via telephone or eLearning facilities.
* Devise and run campaigns to raise awareness of an aspect of desktop products identified to ultimately increase usage, satisfaction and Company’s branding for the end user.
* Run online telephone training and eLearning based initiatives
* Make “Welcome Calls” to new users. Assist users in connecting to application, if appropriate, and perform product training.
* Create accurate and in-depth contact and activity records with CRM
* Work within OTC process to effectively manage training requests.
* Research using a variety of tools for the appropriate customers to contact
* Take responsibility for issues / queries raised by customers and champion their resolution through the TRSC and/or other departments to increase customer satisfaction
* Support onsite Client Training activities through the Joined Up Service process
* Build strong relationships internally and externally with core stakeholders
* Proactively collect customer feedback. Priorities enhancement requests and escalate using appropriate process
* Provide product monitoring which includes reviewing, monitoring, and tracking on how our customers use our products with a view to suggesting ways to improve our products (specifically focusing on navigation, usability and depth of data)
* Answer emails from clients in response to an earlier campaign call and also as a direct support channel to specialists.
* Liaise with the local Country Client Training Manager to ensure effective and efficient use of resources, share best practice and prioritization of activities.

Requirements:

* At least 2 years of experience in private client-facing environment or experience in Wealth Management preferred.
* Priority will be given to those with Financial Markets experience
* Degree or its equivalent from an accredited tertiary institution
* Knowledge of one financial market sector is an essential
* Proficient and experienced in delivering presentation or classroom-style training in English
* Possess excellent communication and interpersonal skills
* Strong analytical ability
* Strong Customer Service skills
* Previous hands-on experience with Company’s product or any other financial vendor will be advantageous.

HRSolutions Global Inc.
Website: http://www.hrswi.com
Company Address: Room 809 8th Flr. V. Madrigal Building, Ayala Avenue Makati City -
Fax: +6328193351
Industry: Human Resources Management / Consulting