Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems and KPIs: All client records
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client