Graduate Implementation Specialist at Iress

Accountabilities & Deliverables

Software Implementation and Configuration:

• Assist in configuring and implementing wealth management software to meet client-specific needs, ensuring alignment with company standards and industry best practices.
• Document configuration processes and best practices to support smooth, successful deployments and ongoing use.

Client Communication and Relationship Building:

• Work closely with clients to understand their requirements and communicate the implementation process, ensuring they are informed and supported at each step.
• Provide consistent, clear communication with clients and internal stakeholders, addressing questions and assisting with troubleshooting as needed.

Change Management and Adoption Support:

• Support change management initiatives to help clients adopt and make full use of our solutions, contributing to user training and ensuring maximum value from the software.
• Collaborate with internal teams, including Product, Support, and Sales, to refine and deliver solutions that meet client expectations.

Post-Implementation Support:

• Participate in post-implementation activities to resolve any issues that arise, ensuring stability and satisfaction with our solutions.
• Be a proactive participant during high-priority incidents, contributing to rapid and effective responses to support client needs.

Continuous Learning and Knowledge Sharing:

• Stay up-to-date with product developments and industry knowledge, sharing insights with the team to enhance collective expertise.
• Contribute to internal training, mentoring, and process improvement initiatives, reinforcing best practices and developing your own expertise.

Qualifications and Certifications

• Bachelor’s degree in Computer Science, Information Technology, Finance, or a related field (required)
• A demonstrated interest and understanding of financial advisory, investment management, and project management (preferred)