Wealth Management
Client Communications Specialist Onboarding
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Client Communications Specialist Onboarding

1
Equip with necessary software and tools
2
Provide company email and communication platforms access
3
Enroll in company's introduction and communication training programs
4
Assign a mentor
5
Introduction to the Client Communication Team
6
Detailed explanation of job role and responsibilities
7
Share access to existing client communication data records
8
Training on using Client Relationship Management (CRM) Software
9
Shadowing a senior communication specialist
10
Understanding communication strategy and policies
11
Clarifying company's voice, tone and style for client communication
12
Trial interaction with mock clients
13
Approval: Manager - Evaluate trial interaction
14
Introduction to key clients and stakeholders
15
Attending initial meetings with clients with the mentor
16
Understanding of client’s preferences, needs and expectations
17
Discuss weekly goals and key performance indicators
18
Introduction to feedback and grievance redressal mechanism
19
Approval: Compliance - check for understanding of communication policies