Customer Relationship Management Specialist - EngTal : Job Details

The role of CRM Systems Specialist with our client is a dynamic role that manages and maintains the firm's CRM operating system as well as provide operational support to the firm's financial advisors and clients.

CRM Duties and Responsibilities:

• General system/program management.
• Optimize utilization of the CRM.
• Develop and modify CRM best practices and workflows as needed.
• Automate business development workflows.
• Create custom reports for executive or administrative needs.
• Manage CRM integrations to 3rd party platforms.

Operational Duties and Responsibilities:

• Prepare and complete account opening paperwork.
• Link and maintain client accounts in the firm's systems.
• Perform regular account maintenance (e.g., Name/address changes, beneficiary information, reporting statements, trustee, etc.).
• Assist clients with transaction requests (move money, deposit checks, and complete wire requests).
• Work with custodians to ensure successful receipt of ACAT and Non-ACAT transfers.
• Open and service pledged accounts.
• Communicate with clients, custodians, and other vendors.

CRM-Specific Skills:

• Ability to learn software and databases (Tamarac CRM).
• Advanced knowledge in building various queries.
• Able to manage mass upload/download capabilities across various client segments.
• Ability to create custom fields & dashboards.
• Ability to manage CRM integrations to outside platforms.
• Working knowledge of CRM business development workflows.
• Working knowledge of CRM marketing lists/campaigns.
• Working knowledge of family units within CRM.

Other Skills:

• Highly proficient in Excel, and other Microsoft Suite applications.
• Strong problem solving and decision-making ability.
• Ability to manage multiple tasks and priorities simultaneously.
• Excellent communication skills, both written and oral.
• Strong interpersonal and relationship-building skills.
• Highly organized with strong attention to detail.
• Ability to collaborate with a team and work independently.