Financial Onboarding Success Advisor
virtual vocationsNew York, NY
Financial Onboarding Success Advisor
virtual vocationsNew York, NY
3 days ago
Occupations
Training and Development SpecialistsSecurities, Commodities, and Financial Services Sales AgentsNew Accounts ClerksIndustries
Professional and Management Development TrainingEducational Support ServicesInvestment Banking and Securities IntermediationAbout the role
Providing comprehensive support to new users, the full-time Financial Onboarding Success Advisor will manage onboarding processes, deliver training, and assist with inquiries related to FACTS products in a remote environment.
Key responsibilities:
Support institutions implementing FACTS products/services and follow up on training plans
Provide phone support for onboarding inquiries and coordinate post-configuration data exchanges
Conduct online training sessions and contribute to documentation and training materials
Required qualifications:
Associate degree in a related field (Bachelor's preferred)
Three years of experience in product service or onboarding preferred
Solid working knowledge of FACTS/NBS Financial and SIS products
Strong computer skills, including proficiency in Microsoft Office applications
Excellent customer service experience with the ability to instruct clients effectively
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JOB OVERVIEW
Experience level
Mid
Location
New York, NY
Occupation
Training and Development Specialists
Industry
Professional and Management Development Training
Posted
3 days ago
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