Consultant

• Lead in the configuration and implementation of specific technology
• Demonstration of functionality and capabilities of key ClientWorks components, CRM Tools, and user-customizable features
• Contribute to, and follow, project plans for implementation & configuration projects
• Primary resource for tactical questions & project execution during configuration projects
• Configuration of customizations & features, as prescribed by technology consultants and advisor
• Training of clients in order to be able to leverage tools going forward
• Coordinate onboarding efforts when an advisor is first using tech tools.

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