Back to search
We are currently looking for an experienced and dynamic CRM Microsoft Dynamics Specialist to join a leading wealth management firm in London. This role will be pivotal in optimising the firm's CRM system, with the goal of enhancing client relationships, streamlining operations, and supporting the delivery of exceptional financial services. You will manage and configure Microsoft Dynamics CRM to meet the firm's specific business needs, ensuring that the system aligns with company processes and procedures. Working closely with various departments and clients, you will gather requirements and implement system changes as necessary.
Additionally, you will ensure that CRM data remains accurate and up to date while providing training and ongoing support to users, ensuring that they can effectively utilise the CRM system. You will develop and manage CRM workflows and automation processes to improve efficiency and client engagement, assist in integrating Microsoft Dynamics with other business systems, and regularly analyse CRM data to generate insights that help improve business strategies. Troubleshooting and promptly resolving any CRM-related issues will also be part of your responsibility.
The ideal candidate will have strong experience working with Microsoft Dynamics CRM in a financial services or wealth management environment, and a solid understanding of CRM functionality, with the ability to tailor and configure the system to meet business needs. You should possess excellent analytical and problem-solving skills, strong communication abilities, and experience in CRM reporting and data analysis. A proactive approach to identifying system improvements and optimisations will be essential.
Preferred skills include relevant certifications in Microsoft Dynamics CRM, experience in wealth management or the financial services industry, and familiarity with integrating Microsoft Dynamics with other business systems.
In return, the firm is offering a competitive salary of up to £55k DOE, along with the opportunity to work in a dynamic and collaborative environment. This is a chance to work with cutting-edge technology, make a significant impact on the organisation, and be part of a supportive culture that encourages professional growth and development.
If you are a skilled CRM Microsoft Dynamics Specialist with a passion for financial services, we would love to hear from you. Please apply today to join a forward-thinking team and make a meaningful impact in the wealth management industry. To apply, please submit your CV to Joanna at Financial Divisions.
