Marketing Assistant engaged in developing Kyndryl's brand and local business initiatives. Involves event organization, team collaboration, and impact measurement strategies.
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Hybrid Technical Coach – Marketing Support
Posted 1 hour ago
About the role
- Technical Coach providing critical support to US-based advisors on technology tools. Ensure rapid resolution of tool-related inquiries for efficient client interactions.
Responsibilities
- Serve as the primary point of contact for US-based advisors for all Ameriprise technology, tools, and platform-related inquiries.
- Demonstrate exceptional verbal and written communication skills while supporting US advisors across time zones.
- Be comfortable and committed to completing cold calls in the assigned regions to drive results.
- Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement.
- Support advisors across the end-to-end lifecycle of advisor workflows (client onboarding, eMeeting implementation, AI tools, financial planning tools, CRM, etc.).
- Deliver rapid turnaround on requests with a strong sense of urgency, ensuring advisors are not delayed in meeting client commitments.
- Translate complex technical concepts into clear, advisor-friendly guidance.
- Maintain a professional, empathetic, and service-oriented approach in all interactions.
- Develop and maintain a strong working knowledge of Ameriprise technology platforms, digital tools, integrations, and advisor workflows.
- Stay aligned with new releases, enhancements, and changes to existing systems.
- Demonstrate a proactive learning mindset to get trained on new tools, software upgrades, and evolving digital capabilities.
- Apply analytical and creative problem-solving skills to resolve complex or non-standard issues.
- Go beyond standard job aids to find innovative solutions that enhance advisor efficiency.
- Support other projects, initiatives, or areas of focus across the organization as business needs evolve.
Requirements
- Graduate in finance discipline (3-5 year experience is preferred)
- Excellent communication skills - Proven written and oral communication skills with US based client service orientation
- Strong understanding of MS PowerPoint, MS Excel and MS Word, PowerBI
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
- Willingness to go for licensing certifications as needed (SIE, SERIES 66, SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
Benefits
- Inclusive, collaborative culture that rewards contributions
- Opportunities to make a difference in the community
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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