Business Reporting Associate recruitment
Responsibilities: Produce internal management reports that illustrate firm-wide growth and historical trends in Asset, Client and Product growth.Work with IT to develop and maintain the firm’s CRM system (Onyx); train all new users globally, build reports and prepare training materials to distribute to other offices.Compile detailed information packets for Client Service Executives to respond to client inquiries and prepare for client meetings and conference calls.Research and respond to prospect and consultant inquiries that come through leads generated by the Consultant and Marketing Executives’ Read more […]
December 5, 2011
• Tags: Asset Management careers in the USA, Business Reporting Associate recruitment • Posted in: Financial • Comments Off on Business Reporting Associate recruitment