Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems & KPIs All client records
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems & KPIs All client records