Search Results: 3 vacancies
...accidents and incidents to Senior Unit Director / Safety Representatives.
Communicate effectively with units’ managers.
Demonstrate an integrated knowledge of the business mission, value proposition and value chain by presenting clear action items related for nursing...
...entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning).
Responsible for complete data integration from the Company’s CRM to various “company methodology” tools.
Ensure completeness and data field labeling in all applications...
...demographic data on client relationship management system XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning Partner.
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