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Customer Relationship Management Assistant

Company: Finance Firm
Location: Boston
Posted on: June 25, 2022

Job Description:

Title: Customer Relationship Management (CRM) AssistantSalary: 60,000-70,000 DOE with bonus potential
This position will be in office 5 days a week during training period. After training, this position can be either remote or hybrid
Must be fully-vaccinated for COVID-19
OverviewMy client is an investment firm in downtown Boston searching for a CRM Assistant to join their team. The ideal candidate for this role will have the desire to learn more about client management and be extremely detail-oriented. Much of this role will be tracking and reporting client data in their internal system, so attention to detail is key. Must be a quick learner and tech-savvy. No prior experience in database or CRM platform management experience needed, they will train you!

  • Inputting client contact information when requested from the deal and banking team with current and accurate info
  • Collecting accurate information on companies and contacts from sources such as Zoom, LinkedIn, and other platforms
  • Assist with training bankers on platform when requested
  • Auditing and updating missing data for clients in system
  • Build reports in internal system
    • Must be able to work on a team and individually
    • Highly motivated and personable
    • Bachelors degree required
    • Tech-savvy
    • Excellent organization and communications skills

Keywords: Finance Firm, Boston , Customer Relationship Management Assistant, Executive , Boston, Massachusetts

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