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Job Location | London |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
A fintech business that services the investment and wealth management industry is seeking a CRM/CSM to join their growing team.The CRM will interface directly with manager research teams to get them started and continue to request and review fund due diligence information. Will provide orientation to new users of the platform, demonstrate functionality, provide guidance on bestpractice and gather feedback to provide input for continuous improvement of the platform. This is a client-facing role - the majority of interaction will be via phone/video but some travel to client offices may be required both in the UK and abroad.Responsibilities & Duties:
Keyskills :
CommunicationsCRMInterpersonal SkillsProject ManagementWealth Management