Consultant

• Initiate onboarding and training plans
• Checkin calls throughout the onboarding journey to ensure customer satisfaction and success
• Create conversion balances
• Responding to support tickets
• Phone and Zoom support
• Data migration support and troubleshooting
• Coordinate and support data transfers
• Facilitate portfolio acquisitions
• Assist clients with receipting/reconciling their trust account
• Ensure clients are responded to within agreed SLAs
• Assist the Onboarding and Data Service team as required
• Gather website requirements and coordinate with the website team

Onboarding Consultant

Customer Value Consultant

Business Consultant Internship

Senior Business Consultant

Support Consultant