Graduate Implementation Specialist
3 weeks ago
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- Job by industries
Accountabilities & Deliverables
Software Implementation and Configuration:
- Assist in configuring and implementing wealth management software to meet client-specific needs, ensuring alignment with company standards and industry best practices.
- Document configuration processes and best practices to support smooth, successful deployments and ongoing use.
Client Communication and Relationship Building:
- Work closely with clients to understand their requirements and communicate the implementation process, ensuring they are informed and supported at each step.
- Provide consistent, clear communication with clients and internal stakeholders, addressing questions and assisting with troubleshooting as needed.
Change Management and Adoption Support:
- Support change management initiatives to help clients adopt and make full use of our solutions, contributing to user training and ensuring maximum value from the software.
- Collaborate with internal teams, including Product, Support, and Sales, to refine and deliver solutions that meet client expectations.
Post-Implementation Support:
- Participate in post-implementation activities to resolve any issues that arise, ensuring stability and satisfaction with our solutions.
- Be a proactive participant during high-priority incidents, contributing to rapid and effective responses to support client needs.
Continuous Learning and Knowledge Sharing:
- Stay up-to-date with product developments and industry knowledge, sharing insights with the team to enhance collective expertise.
- Contribute to internal training, mentoring, and process improvement initiatives, reinforcing best practices and developing your own expertise.
Qualifications and Certifications
- Bachelor’s degree in Computer Science, Information Technology, Finance, or a related field (required)
- A demonstrated interest and understanding of financial advisory, investment management, and project management (preferred)
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