- Robert Half Finance & Accounting (Berkeley, CA)
- …custodial systems + Maintain accurate data connections between custodians and CRM systems + Monitor portfolios for exceptions and ensure timely resolution ... investment operations, or portfolio administration + Familiarity with custodial platforms and CRM systems (Salesforce preferred) + Strong analytical skills and… more
- Robert Half Finance & Accounting (Tustin, CA)
- …accounting practices are maintained. * Assist in the evaluation and improvement of CRM systems related to financial operations. Requirements * Proficiency in ... tools. * Experience with ADP financial services platforms. * Strong knowledge of CRM systems and their integration with financial processes. * Advanced skills… more
- Robert Half Finance & Accounting (Mission Viejo, CA)
- …with other departments to ensure seamless integration of financial services and CRM systems . * Ensure compliance with all applicable financial regulations ... payable (AP), accounts receivable (AR), and general accounting functions. * Familiarity with CRM and financial services systems such as ADP. * Expertise in… more
- Robert Half Office Team (San Diego, CA)
- …including web-based systems , chat platforms, Word, Excel, and PowerPoint. * Familiarity with CRM systems and other tools such as Epic Software and Avaya CMS. ... are looking for a compassionate and detail-oriented Bilingual Spanish Customer Experience Specialist to join our team in San...communications, maintaining a positive and empathetic approach. * Utilize CRM and other systems to track and… more
- Canon USA & Affiliates (Sacramento, CA)
- **LMS Administrator - req1513** **OVERVIEW** The Learning Management System (LMS) Administrator is responsible for managing the LMS for Canon America Medical ... functions. Must know how LMS integrates with other internal systems (eg HRIS and CRM ). Must know... systems + 5 years Experience managing Learning Management Systems preferred + **Pay Information (DOE)… more
- Robert Half Office Team (San Diego, CA)
- …and Spanish. + Documentation: Record customer interactions and maintain accurate records in the CRM system while ensuring bilingual correspondence ... in Microsoft Office Suite (Word, Excel, Outlook). Familiarity with CRM tools (such as Salesforce) or customer ...with CRM tools (such as Salesforce) or customer service systems is preferred. + Problem-Solving… more
- Robert Half Finance & Accounting (Orinda, CA)
- …and secure client records . + Document progress and update tasks in the firm's CRM system . + Prepare updated financial plans in advance of meetings and review ... Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under...with financial planning software (MoneyGuidePro preferred). + Familiarity with CRM systems a plus. + Proficiency in… more
- Robert Half Office Team (Costa Mesa, CA)
- …and detailed documentation of customer accounts and sales activities within the company's CRM system . * Collaborate with customer service teams to ensure ... We are looking for a motivated Business Development Sales Manager to join our team in Costa Mesa, California....* Excellent communication and interpersonal skills. * Proficiency in CRM systems and ability to manage detailed… more
- Lumen (Sacramento, CA)
- …technologies, products, and features. + Technical Proficiency: Comfortable using CRM systems and other customer management tools. + Working knowledge ... records of customer interactions, opportunities, issues, and resolutions in the CRM system . * Collaboration: Work closely with sales, product, CS peer… more
- Fujifilm (Sacramento, CA)
- …the Sales teams. + Demonstrates proficient and effective use of the Company's CRM tool, as directed by management . Ensures that opportunity pipelines, account ... Critical to this role is the Regional Director, Information Systems Sales' ability to effectively lead and partner with.... + Regularly uses and promotes the use of CRM and other management tools (eg, including,… more