Client Development Associate Professional Serivices Firms London -hybrid Intapp is a leading supplier... stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing...
Outlook, Concur, Workday, CMS, InTapp. Ability to manage / prioritise tasks Be a proactive member of the team Ability...
. What you will gain at Intapp: At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create... that we can all be proud of. #li-nl1 Intapp provides equal employment opportunities to all qualified applicants and will make...
, ChangePro, Intapp Time (DTE), Remote Desktop Services, VPN, and other applications as deemed necessary Performing regular...
from the business and communicating decisions in a clear and concise manner. Reviewing risk assessments on IntApp. Conducting... conflict checks on IntApp and analysing results. Drafting KYC and conflicts summary analysis that provides direction to the...
in the development, enhancement, and rollout of Elite 3E and Intapp Time across the wider business. You will also support... Responsibilities Lead development and customisation of Elite 3E and Intapp Time Support finance data analysis and reporting...
conflicts Strong understanding of AML and Money Laundering regulations Experience with InTapp (essential!) Strong analytical...
. Specific knowledge of Wills, Probate and Lifetime Planning would be advantageous. Experience with BigHand, Elite 3E, Intapp...
software (Intapp Open and Intapp Walls). Proactively consider the impact of potential legal and regulatory changes...
(or equivalent) desirable Proven experience using Microsoft Word and Excel. Experience using Intapp Intake (Open...