Business Operations Lead
2 weeks ago
- About the Role
- As a Senior Executive, Business Operations, you will be responsible for assisting business users with CRM operation-related requests, including records creation and update.
- You will also resolve data discrepancies between systems to ensure overall data integrity.
- Additionally, you will review and update newly created records in CRM to ensure data accuracy and completeness.
- Other duties include assisting business users with the firm's risk process, for client and engagement acceptance process, Sentinel request, and carrying out research to assist business users with the KYC/Customer due diligence process.
- You will also assist business users on the project code creation, update, maintenance, and closure through the use of the firm's ERP.
- Furthermore, you will liaise with business users proactively when additional information is required to complete updates in the KYC process, CRM, Risk systems, ERP, etc.
- Ad-hoc administrative duties will also be a part of your responsibilities.
- Requirements
- Computer literate (Microsoft Word, Excel, PowerPoint, and Outlook) is essential.
- Familiarity with CRM systems is also required.
- Good organisational and communication skills are necessary.
- Ability to speak and write English fluently is a must.
- Ability to work efficiently in a fast-paced environment is essential.
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