Client and Advisor Enablement Specialist
Client and Advisor Enablement Specialist
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Job Description
Job Description: Client and advisor enablement specialist client research focussed
Top Skills: questionnaire design Data analysis data modelling (nice to have) report writing PowerPoint or google slides skill survey programming on platforms like qualtrics
Project Description: client intelligence and client experience projects like launching a just in time survey program do a qualitative research project some journey mapping
Team size: Medium 515
Budgeted Rate: Best candidates at the best rate
Number of Years Experience: 5Requirements
Maintains a deep understanding of our competitive landscape and target segments and sectors needs and expectations to help inform project design and
Supports the delivery and sustainment of our Voice of Client and Voice of Advisor enablement programs in partnership with key stakeholders that enhances our portfolio of experience insights and analytics that compel strategic action systematically across the company. Uses this skillset to design advisor and client driver metrics
Leverages an understanding of datasets and uses datadriven insights for storytelling and influence
Facilitates client and advisor inperson and virtual interviews and focus groups
Influences research and insights analysis to create and/or modify experience strategy based on client and team member behavioural changes
Prepares and delivers project briefings and reporting requirements
Cofacilitate presentations and updates to stakeholders in relation to projects and results
Distinctive Skill Requirements
Experience in a client experience and client intelligence/market research role (minimum 35 years) with a proven track record of leading through a growth mindset
Intermediate level data interpretation and data analysis skills
Questionnaire design skills
Strong oral and written business communication skills with high attention to detail and accuracy
The ability to set priorities manage multiple tasks followup and allocate time accordingly
Analytical and critical thinking skills
Ability to determine client and team member needs and prioritize work accordingly to meet all timelines
Ability to take initiative and work independently in a fast paced environment and collaboratively with other team members
Excellent relationship building and interpersonal skills
Digital fluency with Google Applications Visual Design Creation and Qualtrics is an asset
Demonstrated ability to learn new applications and technology
Experience in the financial services industry is an asset
Required Experience:
Unclear Seniority
Employment Type
Advisor
