Analyst - Onboarding & Client Assignment

Analyst - Wealth Onboarding Consultant
The Wealth Onboarding Consultant supports the onboarding and development programs for Wealth associates. As a recognized subject matter expert, this job reviews staff training and development needs and monitors the development of training programs to improve individual and organizational performance

Key Responsibilities and Duties

Administers programs to enhance the skills of the organization's employees.

Maintain database of newly hired Wealth associates to track and update criteria required for production

Manages required entitlements including those requiring unique specifications based on role type

Submits and confirms requests for access to internal systems and hardware

Identifies and implements process enhancement opportunities including automation

Develops constructive and cooperative working relationships with other employees.

Educational Requirements ...