2 of 2 CRM Jobs in North Wales

needs and resolving enquiries at first point of contact where possible Escalating more complex issues to specialist teams Updating and maintaining accurate records using CRM systems Conducting research and providing information to customers and businesses Referring customers to relevant support services and external organisations where appropriate Building positive relationships with ...

Servicing team providing admin support to the business's Financial Team and wider business. Key Duties and Responsibilities: Updating client personal information onto our CRM system (Salesforce) Review letter completion Complete full annual review advice set on our CRM system (Salesforce) Protection quotations through Solution builder app Answering of incoming ...