Communications and Knowledge Management Specialist
Core
Create, maintain, and edit content for Client Services knowledge management platforms and execute internal and external advisor communications.
Role type
Communications and Knowledge Management Specialist
Builds
Client Service content in Salesforce Knowledge platform and Advisor communication pieces via Marketing Cloud
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Written communication, Verbal communication, Content creation, Knowledge management, Salesforce, Marketing Cloud, Microsoft Office, Financial products knowledge, Project support
Preferred skills
Salesforce expertise, CI/Assante process knowledge, 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, Coordinate content review processes
Seniority
Junior, individual contributor
