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 “company 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 “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
investigation Logging of calls on Call Logging System (CRM) Presenting Training Courses Staying up to date with
investigation Logging of calls on Call Logging System (CRM) Presenting Training Courses Staying up to date with
and develop customized solutions. - Proficiency in CRM software and Microsoft Office Suite. - Strong negotiation