• Training and ongoing support of Advisor Team Staff • Demonstrated proficiency in Client Service processes and WEG core systems • Actively provide daily support via email/phone queue for Advisor Teams • Adhere to support Quality Standards • Adhere to support response time SLA’s • Deliver training to new hires and new to WEG employees • Deliver training and support to acquisition team employees • Deliver training for platform enhancements, process changes and identified learning needs to Advisor Teams as needed • Support the maintenance of procedure guides and training materials for Client Service staff • Deliver upskills training as requested • Participate in pre-acquisition meetings • Create and update training outlines for teams when acting as lead • Lead and participate in open office hours for all acquisition teams • Track attendance of trainings and report as appropriate • Define checkpoints to substantiate training program and adoption; determine additional needs as appropriate • Log training/support hours in Support Org • Support ATO Managers to review and update existing training materials • Identify and report opportunities for efficiencies in streamlining processes within ATO and Advisor Teams • Review, understand and become proficient on workflow process and technology enhancements • Support testing as requested • Coach and Mentor Team Members