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Wealth Management Student Affairs Specialist

Company: Kaplan North America, LLC
Location: Dallas
Posted on: January 27, 2023

Job Description:

Job Title Wealth Management Student Affairs SpecialistJob DescriptionFor more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.The Wealth Management Student Affairs Specialist must accurately represent all aspects of the College's programs to students including program/course requirements, cost, academic workload, external time and activity commitments, testing and assessment requirements, and tuition payment policies and procedures to students via email and phone. The role is also to process a variety of reports, validate and assign opportunities, ensure all aspects of Student Affairs (Enrollment, Sales Development, Student Services) workflow is optimal, and participate in regular meetings with the Extenuating Circumstances Committee and in Leadership and Strategy Meetings. This position facilitates overall revenue and student satisfaction.Primary ResponsibilitiesUnderstand and advise students on all aspects of the Wealth Management (WM) product line. Including but not limited to CFP Education and Exam Prep Review, all Designations, and Masters Programs. Must fully understand and clearly communicate policies and procedures in accordance with HLC standards, various continuous education reporting requirements, and the stackability of offerings.Ensure student record accuracy in Salesforce and BDSManage several reports including Purchased Products, Program Hold Release, Abandoned Cart, and Past Expected.Qualify and appropriately distribute leads and opportunities.Manage and appropriately respond to messages sent to the College from students.Actively participate and provide recommendations in the following meetings Wealth Management Team Meetings, Leadership Team Meetings, Extenuating Circumstances Committee, and Retention Committee.Continually provide recommendations for continuous improvement.Minimum Qualifications:

  • Bachelor degree in Business or related field or equivalent experience.
  • Minimum of 3 years experience in customer/student relations.
  • PC Literate, Google Docs or MS Office
  • Strong communication skills, self-organizational skills, process improvement mindset, and ability to build relationships quicklyPreferred Qualifications
    • High-level working knowledge of Salesforce We offer a competitive benefits package including:

      Remote work providing flexible work/life balance
      Comprehensive Retirement Package including 401K company match and two pension programs
      Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
      Competitive health benefits and new hire eligibility starts day-1 of employment
      Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
      And so much more!

      This position is a Salary Grade ALocationRemote/Nationwide, USAAdditional Locations Employee TypeEmployeeJob Functional Area Customer ServiceBusiness UnitBU00117 College for Financial PlanningKaplan is an Equal Opportunity Employer. All positions with Kaplan are paid at least $15 per hour or$31,200 per year for full-time positions. Compensation for specific positions are based on job level, skills, years of experience, and education, among other factors. Additionally, certain positions are bonus or commission eligible. Information regarding benefits can be found here.Diversity & Inclusion Statement:
      Diversity inspires innovation and growth in the Kaplan community. Kaplan strives to be a model employer for inclusiveness. Not only does Kaplan value its employees for their professionalism and skills, but also for the unique viewpoints they bring to the Organization. Kaplan's employees bring diverse perspectives, ideas, and backgrounds that give Kaplan a competitive edge in anticipating and exceeding our students' needs in today's global market. Learn more about our culture.

Keywords: Kaplan North America, LLC, Dallas , Wealth Management Student Affairs Specialist, Executive , Dallas, Texas

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