- Robert Half Office Team (San Diego, CA)
- …experience. + Data Entry & Documentation: Maintain accurate records in CRM tools or databases regarding customer interactions and feedback. + Collaboration: ... impact lives while gaining experience in a collaborative environment. Key Responsibilities + Customer Support : Serve as the first point of contact for inquiries… more
- Robert Half Finance & Accounting (Orinda, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate Financial… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... Description A boutique wealth management firm based in Walnut Creek, CA is...services with client financial plans. + Maintain accurate client records using CRM software (Salesforce). + Follow… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... and update CRM systems with client preferences + Provide administrative support to advisors and assist with executive-level projects + Greet clients and visitors… more
- Robert Half Finance & Accounting (Alameda, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... 3-6 months) + Experience with securities trading, custodial systems, and database management + Proficient in Microsoft Office and CRM platforms (Salesforce… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... Description About the Firm The company is a mission-driven wealth management firm dedicated to helping individuals, families, and organizations achieve their… more
- TevisHR (North Highlands, CA)
- …Coordinator to Support Our Sales Process. This Position Involves Managing Customer Communications, Handling CRM Data, Coordinating Proposals and Reports, and ... Follow up with Leads and Maintain Timely Correspondence to Support Deal Progression * Enter and Update Lead and...Deal Progression * Enter and Update Lead and Property Management (Pm) Information in Pipedrive CRM *… more
- Live Nation (Beverly Hills, CA)
- …Advertising, Public Relations, or Communications + Experience with Creator IQ or similar CRM / management platform + Experience with Asana or similar project ... with our finance team to process payment. This individual will primarily provide support to our touring campaigns and long-term ambassador program: This is a… more
- Vail Resorts (CA)
- …channels, including strategic planning, content capture, production, posting, and social media management , as well as support for PR distribution channels and ... User-Generated Content to bring the brand to life and support with daily social community management and...asset development for social media, digital, video, website, blogs, CRM , offline advertising campaigns, and other platforms. + Utilize… more
- Robert Half Finance & Accounting (Orinda, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management ...timely, and professional manner. + Maintain and organize client records and documentation in CRM systems. +… more