- Raymond James Financial, Inc. (Walnut Creek, CA)
- …financial advisor. + Creates and maintains records and files utilizing Client Relationship Management ( CRM ) software. + Assists Financial Advisors with ... markets, products and industry regulations. **Skill in** + Client Relationship Management ( CRM ) software, or...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …(eg, wires, checks, ACHs, RMDs) and monitor custodian alerts + Maintain accurate records in CRM systems and support client meeting scheduling + Collaborate ... the financial services industry + Proficiency in Microsoft Office; experience with CRM and portfolio management software preferred + Familiarity with custodial… more
- Wolters Kluwer (Sacramento, CA)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Senior Customer Service Representative role offers growth potential opportunities, ... Kluwer (https://www.wolterskluwer.com/en/contact-us?compositeLink=%7B8B6D9790-777E-4EA6-8A2D-49AA4867660B%7D#AnchorContactForm)** **What You'll be Doing:** As a Senior Customer Service Representative, you will leverage your specialized skills… more
- Adecco US, Inc. (San Diego, CA)
- …high-volume customer service (minimum 3 years required). + 3+ years in account management or customer relationship roles (minimum 1 year required). + ... a top company in the area, recruiting for a ** Customer Service Guide** position in **San Diego, CA** **Job...+ Participate in virtual and in-person tours and leverage CRM tools to enhance engagement. + Communicate complex ideas… more
- Experian (CA)
- …experianplc.com. Experian's Direct-to-Consumer (D2C) business is looking for a Senior Product Manager to join our growing Insurance team. In this strategic role, ... and platform partnerships. + Improve internal tools and workflows, enhancing CRM systems, quoting flows, admin controls, and automation to support operations.… more
- Robert Half The Creative Group (La Mirada, CA)
- …Collaborate with sales to ensure smooth lead handoff and pipeline growth. + HubSpot CRM Setup & Management + Implement and manage HubSpot for automation, ... consultants. What You'll Do + Lead Acquisition & Campaign Management + Design and optimize digital campaigns (email, paid...+ Maintain data integrity and train internal teams on CRM usage. + Reporting & Analytics + Build dashboards… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …service role + Bachelor's degree preferred + Experience in event planning and CRM /document management systems a plus + Proficiency in Microsoft Office Suite ... and manage client meetings proactively + Maintain written procedures and update CRM systems with client preferences + Provide administrative support to advisors and… more
- C-4 Analytics (San Francisco, CA)
- …in every market, and to providing the highest levels of accountability and customer service. We are currently hiring for an Automotive Sales Executive: San ... Required to travel as needed. + 3+ years of CRM experience - ability to keep a highly organized,...selling into Automotive Industry + 3+ years of HubSpot CRM experience More About C-4 Analytics C-4 Analytics takes… more
- Robert Half Office Team (Sacramento, CA)
- …Assist the sales team with tasks such as preparing client proposals, managing CRM data entry, and coordinating follow-up communications to support sales efforts. + ... meetings, or client visits, including logistics and material preparation. + Customer Service: Greet visitors, answer phones, and handle inquiries professionally,… more
- Robert Half Finance & Accounting (Alameda, CA)
- …3-6 months) + Experience with securities trading, custodial systems, and database management + Proficient in Microsoft Office and CRM platforms (Salesforce ... join a mission-driven financial services firm focused on delivering personalized investment management . This role plays a critical part in ensuring accuracy and… more