Wealth Manager - Sydney
... gain access to a bespoke CRM system developed in-house by ...
... gain access to a bespoke CRM system developed in-house by ...
... client interactions and input into CRM system About you: Experience in ...
... -Design, and previous experience using CRM systems Attention to detail, creativity, ...
... and contact information within the CRM system and support reporting efforts ...
... security processes Previous experience supporting CRM platforms, IVRs, public facing websites, ...
... to prioritize effectively. Proficiency in CRM software and other sales management ...
... Office and Customer Relationship Management (CRM) software A good knowledge of ...
... face customer meetings via Salesforce CRM as per KPI’s Refer lending ...
... client interactions and input into CRM system About you: Experience in ...
... Banking (BB) Technology in the CRM & Experience crew, providing technology solutions ...