finance. Merchant West advisory products extend to investment strategies, private wealth management and treasury administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system
finance. Merchant West advisory products extend to investment strategies, private wealth management and treasury administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system
of 1st party marketing data by building a robust CRM and marketing automation model. Grow member usage overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven track record engagement, retention and revenue growth through CRM initiatives. • A minimum of 3 within a senior leadership
Property Administrator to join their team. 2 - 5 years' experience as an Office Administrator National
Property Administrator to join their team. 2 - 5 years' experience as an Office Administrator National
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance the financial services or investment industry Knowledge of the investment industry Practical experience nspamerselev8recruitment.co.za COMPLIANCE, OFFICER, Investment, Risk, and, Regulatory, Management, Claremont
of 1st party marketing data by building a robust CRM and marketing automation model. Grow member usage overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven track record engagement, retention and revenue growth through CRM initiatives. • A minimum of 3 within a senior leadership
posted fees & write offs Client investment duties on various investment platforms: Corporate Saver, Standard Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly Monthly interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations:
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance the financial services or investment industry Knowledge of the investment industry Practical experience nspamerselev8recruitment.co.za COMPLIANCE, OFFICER, Investment, Risk, and, Regulatory, Management, Claremont
CAM team, the Advice team, clients etc. etc. Administration (including, but not limited to): Provide commentaries Economics and/or Econometrics (preferably) or Investments/Finance and with CFA level 1(one) already passed in economic/econometric analysis (preferably)/investments and asset management. Microsoft Office, with