Client Services Trainer (Financial)

About the role

The Client Services Trainer is responsible for onboarding and developing Financial Service Representatives in a high‑performing call‑center environment. The role focuses on delivering the ‘Best Practices’ training segment, ensuring new hires have the skills to provide exceptional client service.

Key responsibilities

• Facilitate Foundations training, mentor new hires, and assess performance throughout onboarding.
• Design and deliver upskilling programs based on needs assessments with operations teams.
• Observe, assess, and test learners to evaluate skill application.
• Provide coaching, constructive feedback, and actionable solutions to improve performance.
• Document training outcomes via scorecards and summaries.
• Collaborate with Client Services supervisors, L&D trainers, and subject‑matter experts to keep content current.
• Support the transition of trainees to operational roles, ensuring readiness.
• Assist recruitment efforts by attending job fairs, networking, and using LinkedIn to attract candidates.
• Conduct candidate assessments with HR and manage performance issues during training.

Required profile

• Bachelor’s degree preferred or equivalent college education.
• Minimum 3 years experience in a call‑center environment focused on customer service.
• At least 2 years experience supporting wealth management, insurance, or financial‑management clients.

Required skills