Training Specialist (Remote/Hybrid) - Service Experience

Private Client Select; United States; Hybrid; USD 65,000 - 85,000; Full time

Job summary

Private Client Select is seeking a Training Specialist to design and deliver training programs for the Service Experience team, ensuring a consistent, high-quality customer experience. You will partner with leadership and SMEs to identify needs and create learning materials, onboarding for new hires, and ongoing skills development across procedures and systems.

The role includes maintaining training records, evaluating effectiveness, and coaching employees to improve performance.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 2-4 years of experience in training, customer service, account management, insurance, or a related field.
• Experience facilitating training or coaching employees in an individual or group setting.
• Strong presentation, communication, and interpersonal skills.
• Ability to explain complex information in a clear, practical, and engaging manner.
• Strong organizational skills with the ability to manage multiple training priorities.
• Proficiency with Microsoft Office applications and the ability to quickly learn new systems and technologies.

Responsibilities

• Develop, coordinate, and facilitate training programs for new and existing Service Experience employees.
• Lead and support new hire training and onboarding to ensure employees are prepared to successfully transition into their roles.
• Deliver training on customer service standards, systems, processes, procedures, products, and other department-specific topics.
• Partner with Service Experience leadership and subject matter experts to identify training needs and knowledge gaps.
• Create and maintain training materials, job aids, reference guides, presentations, and other learning resources.
• Ensure training content remains current and aligned with department procedures, system updates, and business changes.
• Provide ongoing coaching and reinforcement to employees following formal training.
• Evaluate employee understanding and training effectiveness through assessments, feedback, observation, and other appropriate methods.
• Identify trends or recurring areas of opportunity and recommend additional training or development solutions.
• Support refresher training and targeted development initiatives based on employee or team needs.
• Assist with the rollout of new processes, procedures, systems, and other department initiatives by developing and delivering appropriate training.
• Maintain accurate training records and documentation.
• Serve as a resource for employees regarding Service Experience processes, procedures, and best practices.
• Promote consistency in service delivery and help reinforce established customer experience standards across the department.
• Perform other duties and support department initiatives as assigned.

Skills

Presentation skills

Communication

Interpersonal skills

Organizational skills

Training material development

Collaboration

Microsoft Office

Education

Bachelor’s degree or equivalent combination of education and relevant experience

Tools

Microsoft Office

Job description

Private Client Select is seeking a Training Specialist to design and deliver training programs for the Service Experience team, ensuring a consistent, high-quality customer experience. You will partner with leadership and SMEs to identify needs and create learning materials, onboarding for new hires, and ongoing skills development across procedures and systems.

The role includes maintaining training records, evaluating effectiveness, and coaching employees to improve performance.