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
your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized service and have an even bigger passion for the investment world. You thrive in a fast-paced environment ensuring the seamless execution of banking and investment transactions. From opening and closing accounts reconciling investment positions. You'll enjoy the challenge of managing various administrative tasks independently
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
and optimization of customer processes Advice on a CRM vision and roadmap based on added value to the client's and optimization of customer processes Advice on a CRM vision and roadmap based on added value to the client's
Join Our Client's Team as a CRM Commercial Data Analyst Our client, a leading global hygiene and health health company, is excited to welcome a CRM Commercial Data Analyst to their team in Johannesburg. In this leading, directing, & developing the respective CRM & CA organization structure, team, & performance the value of launched solutions and tools Support CRM utilization, engagement and value for sales & working within CRM and related processes across designated region/countries. Co-develop CRM tools &
and education on the financial markets. The post CRM / DATA / ADMIN appeared first on freerecruit.co.za
your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized service and have an even bigger passion for the investment world. You thrive in a fast-paced environment ensuring the seamless execution of banking and investment transactions. From opening and closing accounts reconciling investment positions. You'll enjoy the challenge of managing various administrative tasks independently
My client is a large international Investment company, with offices in Cape Town. The role includes the
Choice High performing boutique Investment firm. Description Investment Analyst Attractive market related successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this Write monthly / quarterly sector review reports Investment committee reports Support new business development