Wealth Adoption Specialist (Temporary 4 Months - Outsource)HV

Member of the Wealth Management Platforms and Capabilities team responsible for increasing customer awareness, activation and adoption of Wealth products and digital platforms. The role provides customer support, conducts outbound engagement and telesales activities across the Wealth product suite, follows up customer opportunities and service requests, captures and analyzes customer feedback, and coordinates with the relevant teams to support timely resolution. The role also requires working knowledge of Wealth platforms, customer journeys and processes to provide accurate guidance and identify opportunities for service and adoption improvement.