... Generate and distribute reports on CRM performance, service trends, and ... departmental activities, including service reports, CRM updates, and team performance metrics ... technical support in a related industry is preferred. Prior experience with CRM systems ...
25 days ago
... provide administrative and operational support to the Broker, ensuring ... other visual aids to support client presentations. Develop product ... analysis for meetings. Use CRM systems to manage client ... with Advisor 360 and CRM systems, particularly atWork, is ...
4 days ago
... provide administrative and operational support to our financial advisor, ... other visual aids to support client presentations and implementation ... analysis for meetings Use CRM systems to manage client ... with Advisor 360 and CRM systems, particularly atWork, ...
23 days ago
... , and scale business functions effectively. Support & Enablement: Act as the primary ... . Implement change management strategies to support the successful adoption of new ... optimisation, and commercial operations support. Strong knowledge of CRM, ERP, and other ...
12 days ago