Job Details
Our client is searching for a talented Operations Systems Specialist to join their growing team. This is your chance to shape the future of their client experience by masterminding their CRM system and providing exceptional operational support to their financial advisors and valued clients.
In this multifaceted role, you'll:
- Become a CRM Rockstar: Develop and implement cutting-edge strategies to optimize their CRM, ensuring data accuracy and generating insightful reports for informed decision-making.
- Embrace Innovation: Stay ahead of the curve by integrating their CRM with industry-leading platforms and championing new technologies.
- Empower Your Team: Provide comprehensive training and support, fostering a collaborative and tech-savvy environment.
- Become a Client Ally: Deliver exceptional service by managing client onboarding, account maintenance, and navigating inquiries with confidence.
- Champion Operational Excellence: Collaborate seamlessly with internal teams to ensure smooth operations and exceed client expectations.
We're looking for someone with:
- A bachelor's degree and at least 2 years of industry experience (prior client service a plus!)
- Expertise in CRM systems like Tamarac or Microsoft Dynamics (building queries, dashboards, workflows)
- Proficiency in Microsoft Office Suite, particularly Excel
- Excellent communication, interpersonal, and collaboration skills
- A problem-solving pro with the ability to manage multiple priorities
Ready to join a team that values innovation and client focus?