Client Services Trainer

Job Description

About The Role

We are looking for a forward-thinking Trainer who is passionate about developing people, improving performance, and helping teams reach their full potential. In this role, you will enhance and deliver training programs for our Client Service Coordinators, equipping them with the skills, confidence, and tools they need to refine their processes, better serve clients, and achieve exceptional results.

You’ll play a critical role in shaping the effectiveness of our Client Service Coordinator teams by coaching team members, refining training processes, and creating impactful learning experiences. From onboarding new hires to measuring the success of training initiatives, you’ll help ensure our teams are continuously improving and positioned for long-term success.

If you enjoy teaching, mentoring, and helping others grow while contributing to a mission-driven organization, we’d love to meet you.

What You’ll Do

\n
• Ask thoughtful questions, listen to feedback, and observe team performance to identify opportunities for improvement
\n
• Enhance and maintain training curricula while ensuring programs remain effective, practical, and scalable
\n
• Develop engaging physical and digital training materials, including videos, presentations, guides, and case studies
\n
• Lead onboarding and training programs for new CSC’s
\n
• Conduct individual and team coaching sessions focused on strengths, development areas, and performance goals
\n
• Monitor team objectives, performance metrics, and results to measure training effectiveness
\n
• Develop engaging learning experiences that help client service coordinators build confidence and strengthen their day-to-day processes
\n
• Collect feedback from trainees and managers to continuously improve training programs
\n
• Report on the impact and outcomes of training initiatives, including improvements in team performance
\n
• Maintain organized and up-to-date records of training materials, curricula, participation, and associated costs
\n
• Partner with leadership and team members to reinforce best practices and create a culture of continuous learning
\n

What We’re Looking For

\n
• Proven experience as a Trainer, Training Specialist, Learning & Development professional, or similar role
\n
• Ability to manage the full training cycle, including in-person activities, onboarding, coaching, and web-based learning
\n
• Hands-on experience with e-learning platforms and modern training methodologies
\n
• Strong organizational and project management skills
\n
• Excellent communication, facilitation, and presentation abilities
\n
• Ability to ask thoughtful questions, listen effectively, and adapt training based on individual and team needs
\n
• Ability to motivate, coach, and influence individuals with diverse backgrounds and experience levels
\n
• Strong attention to detail, diligence, and follow-through
\n
• A collaborative, team-oriented mindset and a genuine desire to help others succeed
\n
• Additional certifications in training, coaching, adult learning, or a related field are a plus
\n
• Willingness and ability to travel up to 20 weeks per year
\n

What We Offer

\n
• Health, dental, and vision insurance with company contributions
\n
• 401(k) with employer matching
\n
• A collaborative, people-first culture focused on growth and impact
\n
• Opportunities to directly influence team performance and organizational success
\n
• The opportunity to help develop teams serving thousands of clients nationwide
\n
• The chance to be part of a mission-driven company helping families plan for and protect their futures
\n

About The Team

At Oath, we believe that we all get one short life and that you should make the most of it. We help our clients prioritize what matters most through estate and financial planning.

Our team is made up of attorneys, financial advisors, and client service professionals who are committed to helping families across the country protect what matters most for generations to come.

We care about doing work that matters. We also care about how we do it. We believe there is a difference between busyness and effectiveness, and we believe in empowering our team to focus on the work that creates the greatest impact.

We believe in great freedom and great responsibility . We believe in doing the hard work first . And we believe that a great team can accomplish extraordinary things when everyone is committed to a shared mission.

Who Should Apply

This role is for someone who loves helping others succeed and believes that training is one of the most powerful tools for growth.

You are naturally curious, diligent, and an excellent communicator. You enjoy asking questions, listening to others, and turning complex ideas into practical, actionable learning experiences. You understand that great performance comes from consistent coaching, accountability, effective processes, and ongoing skill development.

You’re also someone who thrives in a team environment. You bring energy, initiative, and a willingness to do the hard work required to make an impact. You care about helping individuals become more confident and capable, and you’re energized by seeing the people you coach achieve results they didn’t think were possible.

If you’re passionate about developing people, improving performance, and contributing to a team that is helping families across the country protect what matters most, we’d love to hear from you.