- Robert Half Finance & Accounting (San Francisco, CA)
- …experience with custodians such as Schwab, Fidelity, or Pershing. + Experience with Orion Advisor Technology is a huge plus . + Strong interpersonal skills with ... tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.). + Coordinate with… more
- Applied Materials (Santa Clara, CA)
- …to meet business objectives + Supports the Field to ensure synergistic account approaches and optimization of all opportunities for account partnership ... degree in a technical related field. Masters degree a plus . + 7-10+ years of experience in semiconductor, solar,...products, processes or services + Impacts the achievement of customer , operational, project or service objectives; work is guided… more
- IBM (San Francisco, CA)
- …practices within the Oracle Cloud ERP Financials solutions (eg General Ledger, Accounts Payables, Accounts Receivables, Expenses, Cash Management, Fixed Assets) ... * Facilitate initial discovery calls - assess and map customer needs to capabilities of the Oracle Cloud Financials...and share with team. * Act as senior client-facing advisor on designs and best practices. * Perform hands-on… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …for specific clients and customer relevant campaigns + Recognized as a key advisor and thought partner for US access strategy and marketing + Travel expected up ... as an option and reports to the Vice President, CNS Business & Customer Engagement Operations business unit. **Job Description** + Lead a team responsible for… more
- The Walt Disney Company (Santa Monica, CA)
- …Scripts and contact flows to achieve impactful and strategic omnichannel customer support with cutting-edge Interactive Voice Response (IVR) and digital messaging ... CXone administration, IVR support, digital messaging support, developing optimized end-to-end customer journeys, and engineering and documenting the IVR and digital… more
- Anywhere Real Estate (San Jose, CA)
- …social media and marketing support to agents and manage office social media accounts , on-demand . Promote a friendly, inclusive office culture that reinforces our ... mail **Minimum Qualifications:** * Two or more years of customer service experience is preferred, with prior experience in...of the world's leading brands for the sale of million-dollar- plus homes and one of the largest residential real… more
- ServiceNow, Inc. (Santa Clara, CA)
- …organization. + Leverage strong relationships with executive sponsors, sourcing, and customer advocacy to facilitate alignment and speed _Create Value Through ... support proactive deal engagement and GTM alignment + Act as a strategic advisor across functions, translating business goals into actionable deal strategy + Partner… more
- Bank of America (Walnut Creek, CA)
- …Professional verbal and written communication + Administrative Assistant experience **Skills:** + Account Management + Client Management + Customer and Client ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …align training initiatives with business priorities. + Act as a trusted advisor to senior leadership on training compliance trends, risks, and mitigation strategies. ... the long-term impact to customers, patients, employees, and the business. **Patient & Customer Centricity -** Maintain an ongoing focus on the needs of our customers… more
- Travelers Insurance Company (Glendale, CA)
- …local focus, positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. ... relationships with colleagues, customers, and business partners to deliver exceptional customer service + Demonstrates persuasive legal writing skills and oral… more