Key skills
CRM
About this role
Role Overview
- Assist in the coordination of client transitions activity
- Support the coordination of account maintenance activities
- Facilitate and oversee client cash flow requests
- Update and maintain client and authorized third party contact information via CRM application
- Support client meeting preparation by facilitating creation of materials
Requirements
- University (Degree) Preferred
- Strong attention to detail
- Able to run with processes effectively after initial guidance is provided
- Inherent sense of curiosity
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health and wellness offerings