- 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 Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm...their financial plans. + Maintain accurate and up-to-date client records in the firm's CRM system (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 ... as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key...management . + Custodial systems and procedures. + Database management and reconciliation. + CRM systems (preferably… more
- 3M (CA)
- …ASD products. + Implement and execute business priorities. + Deliver forecast attainment and CRM execution. + Support and engage channel, end users, and critical ... customer locations (business reviews, product training, etc.). + Daily account management using Salesforce.com. + Collaborate with 3M support network to… more
- Robert Half Office Team (Santa Barbara, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... arrangements and expense reporting using systems like Concur. * Maintain accurate records and data within CRM platforms, ensuring up-to-date and accessible… 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 ... data management experience. + Proficiency in Microsoft Office and CRM systems (Salesforce preferred). + Experience creating and documenting workflows. Preferred… more
- Wolters Kluwer (Sacramento, CA)
- …in refining customer service processes and procedures. + Provide mentorship and support to junior associates. + Handle escalated customer issues and ensure ... CRM Expertise: Proficient in advanced use of CRM and other support software. + Process...support software. + Process Improvement: Skilled in optimizing customer service operations. + Industry Knowledge: Updated knowledge of… more
- Robert Half Office Team (Roseville, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... California. This Contract-to-ongoing position offers an excellent opportunity to support senior leadership by managing schedules, correspondence, and operational… more
- Robert Half The Creative Group (La Mirada, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... ensure smooth lead handoff and pipeline growth. + HubSpot CRM Setup & Management + Implement and...for continuous improvement. + Campaign Creation & Execution + Support creation of landing pages, emails, and content collateral.… more
- Robert Half Office Team (Santa Barbara, CA)
- …for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the ... offboarding, and employee relations * Maintain accurate and updated employee records , including benefits management * Ensure compliance with California… 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 Overview: A boutique wealth management firm is seeking a Client Service Associate...deposits, withdrawals, and account updates + Maintain accurate client records using CRM software (Salesforce preferred) +… more