CRM Coordinator (6-month fixed term contract)

• Review and support on sign off on customer data project testing scenarios to ensure accuracy and completeness before launch.

• Identify pain points or system gaps during client data testing, and document issues in the product backlog for resolution.

• Provide support for change management and training initiatives related to the customer data improvement project.

• Conduct testing for clienteling tools and gather enhancement suggestions to improve FA / WFJ facing workflows.

• Develop the process and Follow up on recollection status and report generation

• Develop and maintain an enhancement list based on FA / WFJ feedback and user experience pain points.

• Support the rollout of C&M Automated Messaging, ensuring proper setup, testing, and business alignment.