•    Create and manage new usernames and passwords for the Relationship Managers (RMs)
This will involve using the internal admin site to manually create and bulk upload users with a template.

•    Liase with the clients and RM to ensure details are correct
Using a group email and internal contact channels such as Slack and Teams.

•    Provide troubleshooting and support to RM if the client is experiencing access problems
This will involve collecting details on potential errors from the internal logs and the client themselves and may also include working with level 1 support.

•    Cleanse the data in both SFDC and the internal admin site to ensure that the data matches and is current.
Updating user details, company names and also joining duplicate accounts together working with the local RM allowing a more efficient fulfillment process.

•    Support and create RM training and user Guides
Where required to ensure the correct data is provided and the other business sectors are aware of the role and responsibilities.

•    Advise and work on evolving the user management process
Working with the local support teams and developers to make the process efficient and ensure a high level of customer service.