... new clients in the CRM system; Collect mandate documentation and ratings ... ; Investigate discrepancies (reconciliation of Naviga systems and reports according to LISP ... client folders on the CRM system; Prepare management reports (AUM and ...
19 days ago
... new clients in the CRM system; Collect mandate documentation and ratings ... ; Investigate discrepancies (reconciliation of Naviga systems and reports according to LISP ... client folders on the CRM system; Prepare management reports (AUM and ...
24 days ago