Microsoft Office applications as well as CRM software. (Word, Excel
accounts.
Responsibilities:
Utilize CRM software to record pertinent data forthcoming from PLCs and industrial automation
Knowledge of CRM system and process
Knowledge of MS Windows/MS
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness
/>Management of joint entities on the Companys internal CRM (XPlan) to ensure "single view of family"
for complete data integration from the Companys CRM to various "methodology" tools
Ensure
under pressure and meet tight deadlines Knowledge of CRM systems and Microsoft Office suite Valid driver's