- University of Southern California (Los Angeles, CA)
- …Data Management University Advancement is seeking an Associate Director, Data Management to join its CRM and Data Management team. University ... Associate Director, Data ManagementApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA Downtown/ Associate -Director--Data- Management \_REQ20165426/apply) University Advancement Los Angeles, California… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... a dedicated and personable Client Service Associate to join its growing team. This firm is...their financial plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce).… more
- Navient (San Francisco, CA)
- …more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager of Client ... and a commitment to achieving conversion goals. + Utilize CRM software and other tools to track customer...You:** + 2-3 years of relevant sales and or customer success experience in relationship or consultative… more
- Cengage Group (Los Angeles, CA)
- …Work with other sales personnel (eg Customer Growth Specialist and Account Relationship Manager ) to achieve open territory and regional sales goals + ... member of the Higher Education sales team, a Learning Associate will plan, organize, and implement selling strategies for...of technology communication tools + Update and maintain our CRM (Salesforce) + Report to the District Manager… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …advisors to align services with client financial plans. + Maintain accurate client records using CRM software (Salesforce). + Follow up on pending client ... Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for… 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 ... client-focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is...services industry + Proficiency in Microsoft Office; experience with CRM and portfolio management software preferred +… more
- AON (Irvine, CA)
- Aon is looking for a Risk Management Associate Exciting opportunity to join the Risk Management team of Aon's Real Estate Client located in Irvine CA. The ... or law a plus + Industry Certification (ARM, CPCU, CRM ) Day to Day Responsibilities This role supports the...policies. #li-kd1 2563338 Aon is looking for a Risk Management Associate Exciting opportunity to join the… more
- 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 ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...markets, products and industry regulations. **Skill in** + Client Relationship Management ( CRM ) software, or… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time ... in Microsoft Office (Outlook, Excel, PowerPoint) + Familiarity with CRM and document management systems is a...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- The Walt Disney Company (Rancho Mirage, CA)
- We seek a highly organized and customer -focused **Sales Associate ** to deliver an industry-leading experience for home buyers. This role will serve as a point of ... As a **licensed Assistant** , the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure… more