CRM updates and segmentation
Defined around your systems, expectations, and real business priorities.
ShawEXP FOUNDING EMPLOYER PARTNERS
Financial Advisors
Protect advisor time for relationships and planning.
Students can support CRM hygiene, meeting preparation, marketing operations, and research-oriented workflows.
01 WORK A STUDENT CAN OWN
Meeting preparation and follow-up
Defined around your systems, expectations, and real business priorities.
Scheduling support
Defined around your systems, expectations, and real business priorities.
Marketing and newsletter assistance
Defined around your systems, expectations, and real business priorities.
Research and spreadsheet work
Defined around your systems, expectations, and real business priorities.
Process documentation
Defined around your systems, expectations, and real business priorities.
02 DESIGNED FOR BOTH SIDES
Business value.
Career value.
The employer retains responsibility for regulated activity, supervision, and suitability of assigned work.