Maintain and update customer information in the CRM system. Follow up on leads and inquiries promptly multiple tasks and priorities. Proficiency in using CRM software (experience with Microsoft Dynamics is a
Maintain and update customer information in the CRM system. Follow up on leads and inquiries promptly multiple tasks and priorities. Proficiency in using CRM software (experience with Microsoft Dynamics is a
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
of leads through Client Relationship Management (CRM) systems • Preparing reports to identify standings
of leads through Client Relationship Management (CRM) systems • Preparing reports to identify standings
call reports and interview booking trackers and the CRM system.Ensure interview forms are completed correctly