2 of 2 CRM Jobs in St Albans

and new requirements/features Supports accounts where required to ensure billing/invoicing is correct What the employer is looking for: 1-2 years administration experience Experience with CRM systems Excellent Excel skills Good understanding of and experience with managing incidents and supporting systems (following processes and making sure data is complete and accurate) Excellent communication skills and teamwork More ❯

join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back More ❯