A large financial organization seeks a candidate to work as a Client Trainer for their Times Square location. This opportunity is a long term contract opportunity.
PURPOSE
To deliver job role focused training and advice on desktop products in order to enable clients to derive maximum benefit from their services.
SCOPE AND IMPACT
The role works nationally within a country, in a team of peers in close cooperation with the account teams and migration project managers. Its core function is to facilitate the migration of customers from legacy products to the Thomson One solution by delivering stand up training and training delivered via WebEx. The major part of working time will be spent at client sites and the role requires extensive travel locally and nationally (approximately 50 - 70%). The role requires a pro-active approach with very good understanding of clients needs with sound and broad knowledge Financial Markets theory and practice. Specific emphasis will be placed on wealth management, equity sales & trading functions, investment management.
KEY RESPONSIBILITES
Is responsible for the overall end user satisfaction within the allocated migration accounts
Organize and deliver workflow based training sessions to clients via stand up training and WebEx
Gather complete information about users including job roles & preferred asset classes and preparing this information for entry into Siebel
Co-operate closely with training management, project managers and sales account teams
Track all activities with clients in a timely and accurate manner
Initiate and organize events at client sites
Make sure that targets regarding quality and quantity of training are met for accounts under responsibility
Provide feedback to the migration team on clients' use of products, future service needs, internal relationship issues / conflicts and competitive situations
Consolidate customer feedback regarding product enhancements and to pass it on
Keep up to date with developments in the financial markets and product offering
KEY PERFORMANCE INDICATORS
Customer Satisfaction Survey
Event Driven Survey
Monthly performance reports on quantity and quality of training delivered
RELATIONSHIPS
Work closely with the training migration team, project managers, training managers and account management.
Builds relationships with end-users in assigned accounts and trains / advises them how to make the best use of their Thomson Reuters products.
PROFESSIONAL QUALIFICATIONS / EXPERIENCE
BA / BS or equivalent work experience in the financial markets, good general knowledge of major financial markets practice and theory, ideally experience with real-time market data products. 1-3 years of experience in a financial markets role would be an advantage. Training experience is highly desired. Series 7 and 63 licenses would be a good indicator of relevant experience. IT or technology training knowledge with complex financial applications and Excel would be beneficial.
COMPETENCIES
Demonstrates sensitivity to the impact of change on others
Focuses on customers' needs
Plans and prioritizes workload and demands
Consistently delivers on commitments
Demonstrates urgency, drive, energy and enthusiasm
Listens actively to others
Communicates clearly and precisely, both verbally an in writing
Collaborates with others
SKILLS
People
Assertiveness
Influencing
Presentation
Business
IT application
Financial markets
Customer workflows (wealth management)
Identifying learning needs
Learning design and delivery
Evaluation of learning
Deal Breakers
Passive, shy, lack of analytical skills, keen to work in an office, over critical, highly selective in contact approach, unable to adjust to different communication styles, unreliable, feeling uneasy in relation to others, inflexible
TYPICAL PREVIOUS ROLE
Worked in the market place as a Broker, Equity Sales Trader, an assistant to an Analyst, Portfolio Manager, for a Market data provider, as a trainer, Series 7 and 63 licenses would be a big plus.
Good candidates might be one with previous experience at Reuters, Thomson / ILX, Bridge, Bloomberg, Quodd, Factset.
Experience: Please forward an attached copy of your resume along with hourly pay requirements to
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