Client Success & Training Specialist

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; South Carolina; On-site; USD 74,000 - 99,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

PTO

Job summary

First American is seeking a training and customer service oriented professional in South Carolina. The role focuses on establishing client relationships, managing trainings, and addressing complex customer service needs.

Responsibilities include delivering training, coordinating with offshore teams, and driving improvements while communicating effectively with stakeholders across projects.

Qualifications

• Proficient with Microsoft Office applications.
• Excellent verbal and written communication skills.
• Bachelor’s degree or equivalent combination of education and experience.

Responsibilities

• Provide training and product demonstrations; travel to customer sites.
• Serve as liaison to offshore operations; input to policies and procedures.
• Recommend process improvements and product enhancements; inform management.

Skills

Microsoft Office

Communication

Education

Bachelor's degree or equivalent

Tools

Siebel

SWAN

PTS

A/R

Job description

First American is seeking a training and customer service oriented professional in South Carolina. The role focuses on establishing client relationships, managing trainings, and addressing complex customer service needs.

Responsibilities include delivering training, coordinating with offshore teams, and driving improvements while communicating effectively with stakeholders across projects.