Communications and Knowledge Management Specialist
Core
Supporting communication and knowledge management needs for Client Services by creating, maintaining, and editing content for internal operations and external advisor communications.
Role type
Communications and Knowledge Management Specialist
Builds
Client Service content in Salesforce knowledge platform and external Advisor communication pieces via Marketing Cloud
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Content creation and editing, Salesforce Knowledge platform, Marketing Cloud, Financial services domain knowledge, Microsoft Office proficiency
Preferred skills
CI and Assante process expertise, Financial markets knowledge
Responsibilities
Create and maintain content for the Client Services knowledge management platform, Write and edit internal communication pieces, Execute external Advisor communication pieces, Support development and delivery of communication plans, Gather feedback to enhance communications and knowledge articles
Seniority
Entry-level, individual contributor
