In this role, the selected candidate will work with colleagues and clients/users to investigate operational issues, seeking effective business solutions through improvements in system and non-automated components of new or changed processes/procedures, organization and equipment.
In this role, you will responsible for identifying client needs and ensuring needs are met by utilizing investments, insurance, daily banking, credit or other relevant products, in connections with client's tax, legal, and estate planning professionals.
In this role, you will responsible for identifying sales and asset retention opportunities and referring to advisory team; and is accountable for coordinating sales cycle management activities, including follow - through on asset growth opportunities to ensure timely sales execution.
In this role, you will work directly with assigned ITSSs and TPAMs to identify, cultivate, support and pursue opportunities to drive further customer technology category penetration via telephone as needed.
In this role, you will compile competitive information into weekly reports, update client / prospect information into CRM system, develop outreach, tracking and follow - up to various market segments with AE assistance.
In this role, the selected candidate will actively participate in customer-facing project/program kickoffs managed by PMs to explain and clarify the agreed upon objective, scope, and deliverables for the engagement.
In this role, you will educate and consult with plan participants on the Advisory Services available through their plan the methodology behind the services to assist the participant reach their retirement goals.
The Client Experience Researcher is a passionate, well-rounded individual that leads generative and evaluative research to uncover needs, motivations, perceptions and experience improvement opportunities for our Spectrum Enterprise clients.