Sr Spclst, Client Ed/Training
London, Greater London, United Kingdom
4d ago

Department Overview :

  • The System Training department are responsible for training external clients in both the Wealth Management & Institutional space on Pershing’s in house suite of systems;
  • namely : Pershing Nexus, Portfolio Management System (PMS), Pershing Nexus Wealth, and Pershing Nexus Investor. As part of the Pershing Front Office, this individual will be key to the first user experience of customer facing front end and technology solutions.

    The role includes identifying and optimising the use of our systems for the benefit of broader and deeper penetration and consumption of our services.

    The role is likely to be extended into a sales and consultative approach towards clients, prospects and consultants, ensuring that efficient use of our systems results in more sales, stickier and stronger client relationships.

    Summary Job Description :

    The System Training Consultant will need to become confident and proficient on the systems, learning the functions and screens for Pershing’s software and associated processes / products to enable them to conduct training with Pershing’s clients and produce / update training materials utilising different media.

    Furthermore, the System Training Consultant will be expected to provide live and post live support in the client’s office, demonstrate our systems during sales meetings with prospective new clients, run system presentations to Pershing’s employees, and conduct any administrative tasks associated with the department.

    Requirements :

  • A candidate that findspleasure in working with technical systems
  • A sales and consultative driven approach
  • A knowledge of training theories and practices
  • Good written languageskills
  • Relevant FinancialServices Industry Experience
  • Good ability ofMicrosoft Word, Excel, PowerPoint and Outlook
  • Previous trainingexperience, (specifically systems based training)
  • User familiarity of PershingNexus, Microsoft Dynamics, or Eximius is preferred
  • Exceptional attention todetail
  • Highly analyticalindividual
  • Confident individualwith good presentation skills
  • Be able to travel bothwithin the UK and further afield at short notice
  • Preferred Additional Skills : ArticulateStoryline, WebEx, and Remedy

    Academic Minimum Standards :

  • be A leveleducated with grades of B or above
  • have a minimum of three years appropriate industryexperience, or a pass in the Investment Operations Certificate (IOC) (or otherappropriate industry qualification of equivalent standard or above)

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