This role focuses on supporting the transition of client data into internal systems. You'll be working closely with advisory practices to ensure smooth onboarding and provide ongoing technical support.
In this role, you'll be a key player in ensuring that new advisory practices can smoothly transition their data into the company's internal systems. Your day-to-day tasks will involve preparing and managing data, troubleshooting any electronic processes, and providing technical support to users across various regions. You'll also be responsible for integrating processes into CRM systems to enhance client communication.
A significant part of your job will be to provide virtual training and ongoing support to advisory practices and administrative users. This means you'll need to be comfortable explaining technical concepts in a clear and concise manner, helping others to understand and utilize the systems effectively.
This position is ideal for someone with a strong background in IT support and data management, particularly if you have experience in system integration and digital processes. The role requires a proactive approach to problem-solving and a dedication to ensuring that users feel confident in using the systems. If you thrive in a collaborative environment and enjoy helping others, this could be a great fit for you.
You'll be taken to the original listing on PNet to apply.