Mobile (moving) Air Conditioning preferable. SAP CRM MS Office Key Responsibilities: Identify and prescribe
Mobile (moving) Air Conditioning preferable. SAP CRM MS Office Key Responsibilities: Identify and prescribe
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews:
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client portfolio's
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client portfolio's
(Excel, Word, PowerPoint, Outlook) and Microsoft CRM is advantageous. Strong planning and organizational