Manufacturing Companies Vacancies Jobs in Ethekwini
Headhunters
Paraplanner
Headhunters
Hillcrest
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness ensure integrity of client data in the various company tools and CRM's. Financial Planning preparation Reviews Complete the necessary training on the Company's preferred financial planning tools. Pass competence
share this job on whatsappParaplanner Hillcrest
HeadhuntersHillcrest
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness ensure integrity of client data in the various company tools and CRM's. Financial Planning preparation Reviews Complete the necessary training on the Company's preferred financial planning tools. Pass competence
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