• Assist in configuring and implementing wealth management software to meet client-specific needs, ensuring alignment with company standards and industry best practices.
• Document configuration processes and best practices to support smooth, successful deployments and ongoing use.

• Work closely with clients to understand their requirements and communicate the implementation process, ensuring they are informed and supported at each step.
• Provide consistent, clear communication with clients and internal stakeholders, addressing questions and assisting with troubleshooting as needed.

• Support change management initiatives to help clients adopt and make full use of our solutions, contributing to user training and ensuring maximum value from the software.
• Collaborate with internal teams, including Product, Support, and Sales, to refine and deliver solutions that meet client expectations.

• Participate in post-implementation activities to resolve any issues that arise, ensuring stability and satisfaction with our solutions.
• Be a proactive participant during high-priority incidents, contributing to rapid and effective responses to support client needs.

• Stay up-to-date with product developments and industry knowledge, sharing insights with the team to enhance collective expertise.
• Contribute to internal training, mentoring, and process improvement initiatives, reinforcing best practices and developing your own expertise.

• Bachelor’s degree in Computer Science, Information Technology, Finance, or a related field (required)
• A demonstrated interest and understanding of financial advisory, investment management, and project management (preferred)

• Software Configuration: Learn to configure software according to client requirements, ensuring quality and adherence to best practices.
• Stakeholder Relationship Management: Build and maintain strong relationships with stakeholders, ensuring clear and consistent communication aligned with project goals.
• Change Management: Support processes that drive client adoption and success, promoting engagement at each stage.
• Problem Management: Develop the ability to troubleshoot and resolve issues with a detail-oriented approach, minimising disruption for clients.
• Client Focus and Detail Orientation: Demonstrate commitment to understanding and meeting client needs, while maintaining attention to detail in configuration and documentation.
• Collaboration and Adaptability: Work effectively with cross-functional teams, showing flexibility and resilience as you tackle evolving client and project demands.

Employee Full time