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For Companies At a Glance
- Tasks: Enhance customer experiences with innovative CRM solutions and design effective workflows.
- Company: Growing firm in the wealth management sector based in London.
- Benefits: Competitive daily rate, flexible contract length, and a dynamic work environment.
- Why this job: Make a real impact on client engagement through cutting-edge CRM systems.
- Qualifications: Experience with CRM systems like Salesforce or Microsoft Dynamics is essential.
- Other info: Opportunity for career growth in a collaborative and innovative setting.
The predicted salary is between 44000 - 66000 £ per year.
Overview
An exciting opportunity for a seasoned CRM Business Analyst to join a growing firm in the wealth management sector based out of London. This role focuses on enhancing customer experiences through innovative CRM solutions, with specific expertise in CRM systems such as Salesforce or Microsoft Dynamics.
Responsibilities
- Leverage experience within wealth management to design effective front office workflows and processes tailored around client engagement/relationship management.
- Innovate UI/UX designs that refine complex data into user-friendly formats to encourage efficient consumer interactions.
- Gather business requirements from front office stakeholders, drive project delivery, and test solutions before rollout/implementation.
Contract and Location
Daily Rate: 550-600 (Outside IR35)
Contract length: 6 months initially
Location: Central London
3 days per week in office
Notes
Please note that some boilerplate information has been removed. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor setup you have chosen and your placement.
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CRM Business Analyst employer: Huxley Associates
Contact Detail:
Huxley Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Business Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for CRM Business Analyst roles. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with CRM systems like Salesforce or Microsoft Dynamics. Share specific examples of how you've enhanced customer experiences in previous roles.
✨Tip Number 3
Prepare for interviews by researching the company’s current CRM strategies. Think about how you can contribute to their goals and be ready to suggest innovative UI/UX ideas that could improve their client engagement processes.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace CRM Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM systems like Salesforce or Microsoft Dynamics. We want to see how you've enhanced customer experiences in previous roles, so don’t hold back on those details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role in wealth management. Share specific examples of how you've designed effective workflows or improved client engagement.
Showcase Your Problem-Solving Skills: In your application, highlight instances where you've gathered business requirements and driven project delivery. We love seeing how you tackle challenges and ensure smooth implementations, so share those success stories!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and get you into the process quickly. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Huxley Associates
✨Know Your CRM Systems
Make sure you brush up on your knowledge of CRM systems like Salesforce and Microsoft Dynamics. Be ready to discuss how you've used these tools in past roles, especially in the context of wealth management.
✨Showcase Your UI/UX Skills
Prepare examples of how you've improved user interfaces or user experiences in previous projects. Bring along any visuals or mock-ups that demonstrate your ability to turn complex data into user-friendly formats.
✨Understand Front Office Workflows
Familiarise yourself with front office processes in wealth management. Be prepared to discuss how you can design workflows that enhance client engagement and relationship management.
✨Engage with Stakeholders
Think about how you gather business requirements from stakeholders. Be ready to share your approach to driving project delivery and testing solutions, as this will show your proactive attitude and collaborative spirit.
