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Customer Onboarding Specialist At AdvisorStream

Location: Toronto, Ontario

Job Description

About AdvisorStream
AdvisorStream is an automated marketing platform that allows financial advisors to leverage fully-licensed content from the world's leading publishers such as The New York Times, Forbes, Reuters, Bloomberg, The Wall Street Journal and many more. Our publishing partnerships allow us to co-brand advisors on each piece of content to create engaging digital experiences for their clients and prospects; free of competing ads, pay-walls or pop ups. AdvisorStream automates the distribution of content to all digital channels including newsletters, email, website, blogs and social media. We help our clients deepen their client relationships, grow business and convert leads.

Position Summary

AdvisorStream is looking for a dedicated customer-centric, relationship-focused individual to join our growing, energetic team. As a Customer Onboarding Specialist, you will be responsible for the accurate and timely training of new customer implementation and ongoing product adoption for existing customers. You will add significant value to our team by partnering with our clients to help them better understand our service and identifying engagement/business growth opportunities. The role is responsible for accurately step-up accounts, supporting clients day-to-day use, and ensuring success as they build their digital marketing strategy using AdvisorStream.

Job Duties and Responsibilities

Position Requirements

Location: Toronto, Ontario
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Hours of Work: 30-40 hours per week. Standard work hours are 9am and 5pm, Monday to Friday. Schedule will be finalized with the input of the candidate, working with AdvisorStream management.

Benefits

Job Type: Full-time

Experience:

Language: