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CRM Data Support Analyst - Banking operations processing - London, United Kingdom

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Bernstein Societe Generale Group is the Joint Venture (JV) established between Societe Generale (SG) and Alliance Bernstein to provide high quality independent research in equity and cash equity execution services. Bernstein Autonomous LLP (BA LLP) isthe UK Operating Company and employing entity for the JV. About the team:The Business Intelligence team for BA LLP provides reporting and data insights for stakeholders at all levels of the business. The team are responsible for report creation, metrics, data maintenance, and reporting tools. The team support client negotiations,client profitability assessment, and client strategy decision-making and also oversee related processes, including Commission Sharing agreements and Invoicing clients for research services. Summary of Key Purposes of the Role:The CRM Data Coordinator will support the Autonomous Research business within BA LLP, with primary accountability to: • Maximize the efficiency and usability of the Client Relationship Management (CRM) system to best enable the Research & Sales teams to deliver top-quality investment research to institutional clients. • Ensure that client research/service permissions are aligned with client agreements. • Ensure that BA LLP employees and clients maintain the highest data integrity standards. Responsibilities:• Maintain research subscriptions and entitlements for institutional client-base • Provide project management support for CRM enhancements • Manage submissions to interaction aggregators for client broker vote tracking • Provide end user support and troubleshoot issues as they arise • Design and implement business-process enhancements Profile requiredPROFILE REQUIRED

  • Sound experience of providing user support for a Salesforce-based CRM system, preferably Singletrack
  • Intermediate excel skills required,
  • Excellent verbal and written communication skills, strong interpersonal skills, and an ability to liaise with people at all levels and departments, both technical and non-technical stakeholders
  • Innate attention to detail and interest in data consistency
  • Excellent critical thinking and problem-solving skills
  • Ability to work under pressure and manage conflicting priorities and deadlines.
  • Relentless intellectual curiosity and a drive to perform at the highest level
  • Experience in financial services is preferred. Familiarity with the brokerage industry is also advantageous. SQL skills highly desired.
Why join usPeople join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. Its personable, human, and inspires successthrough passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to workcollaboratively and build our future together. We call this Team Spirit and its what makes us different. Its what makes you different. Business insightIf you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such,we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation,religion, belief or gender identity. We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any othercharacteristic that could be subject to discrimination. Reference: 24000D4XEntity: BernsteinStarting date: 2024/08/09Publication date: 2024/05/23

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