Dec 16, 2025
Job Summary:
The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of the client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization.
Job Functions:
CRM Support & Administration
Provide first-line CRM support, resolving 80%–90% of incoming support tickets.
Manage and respond to inquiries via the CRM support inbox.
Oversee daily CRM system operations and perform routine maintenance tasks.
Deliver user training and onboarding for new CRM users.
Communicate updates and new CRM release information to stakeholders.
Support user adoption initiatives and monitor engagement metrics.
Recommend and implement workflow enhancements to improve CRM functionality.
Collaborate with technical teams to resolve complex data or integration...
Complete Staffing Solutions
Boston, MA, USA