Subject Matter Expert - Financial Planning

Overview of the Role

As a Technical Support Associate (TSA) for Client Services, the purpose of this role is toutilisethe technicalexpertiseof the team member to provide support and uplift our Financial Planning Assistants with technical support, by delivering training, coaching, and projects as directed by the Line Manager.

The Technical Support Associate role can also be leveraged to support billable client roles, similar to the previous ‘Universal Role’. If a TSA is called upon to fill the need of the Universal role, they will assume the Universal KPI’s for that period, as described below.

These ‘Universal’ assignments are subject to demand and decision of the Technical Support Manager. Assignments are no longer than 3 months.

Main duties include

• Manages internal support channel - VBP Assist to provide real timesupport.
• Manages channels and projects
• Provides technical development coaching ses...