- Robert Half Office Team (San Diego, CA)
- … service in all communications, maintaining a positive and empathetic approach. * Utilize CRM and other systems to track and manage client interactions. * Assist ... or assistance. * Document all interactions thoroughly and efficiently using web-based systems . * Stay informed about available services, resources, and programs to… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …rebalancing, and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and ... Description A growing wealth management firm is seeking a Portfolio Administrator to...data integrations with CRM systems . + Monitor portfolios for exceptions… more
- Experian (CA)
- …raters, and platform partnerships. + Improve internal tools and workflows, enhancing CRM systems , quoting flows, admin controls, and automation to support ... Direct-to-Consumer (D2C) business is looking for a Senior Product Manager to join our growing Insurance team. In this...that create efficiency and growth. + 7+ years' product management experience, including launching consumer or internal tools in… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …client service role + Bachelor's degree preferred + Experience in event planning and CRM /document management systems a plus + Proficiency in Microsoft Office ... Schedule and manage client meetings proactively + Maintain written procedures and update CRM systems with client preferences + Provide administrative support to… more
- Robert Half Finance & Accounting (Alameda, CA)
- …months) + Experience with securities trading, custodial systems , and database management + Proficient in Microsoft Office and CRM platforms (Salesforce ... execution, and rebalancing processes + Manage data integration between custodial platforms and CRM systems + Ensure accurate portfolio setup and monitor for… more
- Sage (San Jose, CA)
- …working in SaaS/Software provisioning, you don't need a crash course in entitlements or CRM systems . You're looking for a place where your work is valued, ... you find satisfaction in getting the details right, keeping systems clean, and making sure customers get exactly what...Finance - you'll process cases, troubleshoot provisioning issues, maintain customer data integrity in Salesforce CRM , and… more
- University of Southern California (Los Angeles, CA)
- …Director, Data Management University Advancement is seeking an Associate Director, Data Management to join its CRM and Data Management team. University ... ensure USC's global leadership in higher education. Reporting to the Senior Director, CRM and Data Management , this role focuses on ensuring data completeness… more
- ManpowerGroup (Agoura Hills, CA)
- …for timely product arrival. + Maintain accurate customer and sales data in CRM systems and assist in market analyses. **What's Needed?** + Familiarity with ... and custom clearance forms. + Proficiency in Microsoft Office Suite and experience with CRM systems such as Salesforce. + Strong communication skills in English;… more
- Marriott (Universal City, CA)
- …strategies. Maintain clean, accurate records in Delphi.fdc, CI/TY, and brand CRM systems , tracking all touchpoints and lead activity. Attend and represent ... knowledge of Delphi.fdc, CI/TY, One Yield, TravelClick, Knowland, Cvent, and CRM systems . Self-motivated, detail-oriented, and highly collaborative. Ability to… more
- Robert Half Finance & Accounting (Berkeley, CA)
- … and custodial platforms + Ensure accurate data integration 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 attention to detail and… more