Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts... internal CRM) tasks. IT & Systems Preparation of client portfolios using Astute and / or product provider information...
and manage backorders effectively. Client Relations Managed client information in CRM systems and handled client queries...: Minimum of 5 years in an administrative or office management role. Proficiency in Microsoft Office Suite (especially Excel), CRM...
and any CRM software Proven experience as a Sales Administrator or similar role Online sales experience advantageous Attention... reports, and logistical support Maintain and update customer records in the CRM system Coordinate with other departments...
of their CRM platform, which is vital to their advisers nationwide. As a senior developer, you will be responsible for overseeing... the development efforts of both the CRM platform and its associated client-facing portals and mobile applications, working...
interactions in the CRM system. Requirements: At least 3 years proven experience in telesales or sales-related roles... with customers over the phone. Proficiency in using CRM systems and sales tools. Goal-oriented with a track record of meeting...
Treasury yields rose on Monday as traders continue to see a slower pace of interest rate reductions by the Federal Reserve next year and the potential worsening of country’s fiscal backdrop under President-elect Donald Trump’s administration. Continue Reading »