This role is ideal for someone with a solid background in IT support and data management. You'll help new advisory practices transition their data smoothly into internal systems while providing ongoing support and training.
In this role, you will be part of a team dedicated to ensuring that new advisory practices can smoothly integrate their data into the company's internal systems. Your main responsibilities will include preparing and managing data, supporting digital onboarding processes, and troubleshooting any electronic issues that arise. You will also provide technical support and training to users across different regions, ensuring they are comfortable with the systems in place.
Your day-to-day tasks will involve working closely with both the advisory practices and administrative users. You will help integrate processes into CRM systems, which is crucial for maintaining effective communication channels with clients. This role requires a proactive approach to problem-solving and a strong understanding of data management and IT support.
The ideal candidate will have at least three years of experience in a similar IT or data support role. You should be comfortable with system integration and have a knack for troubleshooting technical issues. Experience with CRM systems and providing training will be beneficial, as you will be responsible for ensuring that users are well-equipped to use the systems effectively.
This position is well-suited for someone who enjoys working in a collaborative environment and is passionate about helping others succeed in their use of technology. If you have a strong background in IT support and data management, this could be a great opportunity for you.
You'll be taken to the original listing on PNet to apply.