Position Overview
Our client with a national footprint requires the duties of a Platform Specialist. Your:
Education:
- Bachelor’s degree in Business Management, Investment Management, or a related field.
Experience Required:
- Experience in client services, with 6 – 8 years’ experience in a similar role within client services/platform administration, including demonstrable sales enablement and pipeline management.
Knowledge:
- Strong understanding of LISP processes and products.
- Proficiency in operational technology and software used in the investment management industry.
- Strong grasp of transfer processes, CRM pipeline usage, and sales reporting.
will enable you to:
Execution of Activities:
- Generate reports to identify areas for improvement...