Products & Services Technology Associate
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provide training and support, via e-mail, phone or Zoom, to Financial Consultants and Client Associates on 3rd party software.
- Proactively interact with Financial Consultants and Client Associates in promoting the overall adoption of the Private Wealth Management software systems.
- Effectively communicate to Financial Consultants and Client Associates ways to leverage technology to enhance business practices.
- Function as a Liaison with Financial Consultants and Client Associates on operational issues, products and services.
- Maintain a log of all ideas generated from the Financial Consultants and Client Associates to improve and enhance our software systems.
- Perform testing of new software systems and updates on existing systems.
- Backup on updates and maintenance of the Stephens Intranet.
- Perform other tasks as assigned by management.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree or equivalent
- 2 years of related experience or training
- An equivalent combination of education, training or experience
CERTIFICATES, LICENSES, REGISTRATIONS
The following registrations preferred or will be required to obtain within the first six months of employment
- SIE - Securities Industry Essentials
- Series 7 - General Securities Representative
- Series 63 - State Law Exam or Series 66 - Combined State Law
REQUIRED TESTING
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
Date Posted
02/18/2023
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