Client Advisory Center - Training Facilitator
Location:
South Jordan , Utah
Posted:
October 19, 2017
Reference:
3091190
The Client Advisory Center Training Facilitator is integral to the growth strategy of the organization. The role will be responsible for delivering new hire, strategic initiatives and continuing education programs within call center environment. Facilitation will span across both instructor led and virtual programs. The role requires an individual who is innovative, creative and can adapt to a fast paced work environment.
Essential Job Functions:
• Facilitate core curricula or continuing education in a classroom or virtual setting leveraging various methods (Adobe, Web Ex, Skype, Web Cam)
• Develop and deliver pre and post evaluations
• Collaborates with the Quality Assurance team to further enhance employee development and feedback
• Collaborates with SMEs to tailor or amend training materials
• Coach, develop and mentor participants
• Prepare for engagements by reviewing course content, research and side by side job shadowing
• Use a variety of learning activities to engage participants (icebreakers, case studies)
• Maintain records of training engagements including rosters, materials, assessments

Qualifications
• 2-4 years of professional training experience as a corporate trainer with classroom experience
• Call center training experience recommended
• Demonstrated ability to successfully develop and deliver training programs utilizing skills in instructional design, program design and training technologies
• High energy, enthusiastic and motivational facilitation style
• Superior platform skills and organizational skills
• Excellent oral, written and presentation skills (ability to conduct presentations to all levels of personnel including management and internal teams)
• Working knowledge of Wealth Management and contact center environment
• Highly computer literate with in depth knowledge and understanding of computer and web applications, including Microsoft Office Suite
• Must be flexible, self-directed and detail-oriented
• Available to travel, if needed
• Series 7 & 66 preferred
• College degree preferred or commensurate applicable experience

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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