BA/BS required; Focus in Business, Finance, Math / Sciences, Entrepreneurship, or related fields preferred
6+ years of financial services experience desired; experience and success in a sales distribution or client experience/service role preferred
Strong client empathy skills to drive adoption proven in previous client support roles
Great understanding of portfolio construction, investment solutions and the usage of digital technology
Responsibilities
Ensure new clients of AWT’s DDT solutions are onboarded in a scalable fashion in close collaboration with the EMEA Wealth sales excellence teams. Plus enable new clients benefit from the breath of the offering by training users through developed materials but also hands-on sessions
Create high level of client satisfaction by managing the client service activities for our DDT solutions. Liaise with EMEA Wealth sales excellence functions to follow-up on client support requests. In the future expand the scope into AWE applications for clients in the Eastern European region
Ensure integrity and further develop our DDT data infrastructure by keeping client engagement data up-to-date
Providing on-going insights on user behaviour and adoption to AWT and EMEA Wealth partners by leveraging AWT’s DDT data warehouse
Overseeing the regular calculation of the commercial impact of DDT solutions in strong collaboration with EMEA Wealth’s data team
Engage directly with new and existing clients in the independents space to gather client insights and user feedback to shape the digital feature portfolio – in close partnership with other parts of both AWT and EMEA Wealth business
Channel client learnings back to product development to continuously improve client experience, remove friction and drive adoption (Measure. Learn. Optimise)
Have a pulse on the market in terms of potential integration partnerships
Develop sales programs to enable AWT/BLK EMEA Wealth sales functions to broaden client adoption efforts