- UL, LLC (Fremont, CA)
- …competitors. + Understands sales best practices, methods and supporting systems (including CRM ). + Strong collaboration skills with the ability to work seamlessly ... and deliver high impact client presentations, communications, and proposals, adapt with Microsoft Word, Excel and Power Point. + Bachelors and/or graduate degree in… more
- Robert Half Finance & Accounting (Orinda, CA)
- …skills. + Experience with financial planning software (MoneyGuidePro preferred). + Familiarity with CRM systems a plus. + Proficiency in Microsoft Word and ... Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under...and spreadsheets. + Maintain complete, organized, and secure client records . + Document progress and update tasks in the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …advisors to align services with client financial plans. + Maintain accurate client records using CRM software (Salesforce). + Follow up on pending client ... Description A boutique wealth management firm based in Walnut Creek, CA is...with a commitment to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …+ Database administration or data management experience. + Proficiency in Microsoft Office and CRM systems (Salesforce preferred). + Experience creating and ... Description A mission-driven wealth management firm is seeking a Portfolio Administrator to...+ Manage data integrations between custodians, portfolio systems, and CRM platforms. + Ensure accurate and timely account and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …financial services industry + Proficiency in Microsoft Office; experience with CRM and portfolio management software preferred + Familiarity with custodial ... ACHs, RMDs) and monitor custodian alerts + Maintain accurate records in CRM systems and support client...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree preferred + Experience in event planning and CRM /document management systems a plus + Proficiency in Microsoft Office Suite (Outlook, ... and manage client meetings proactively + Maintain written procedures and update CRM systems with client preferences + Provide administrative support to advisors and… more
- Robert Half Office Team (Sacramento, CA)
- …or sales support roles. + Skills: Strong organizational skills, proficiency in Microsoft Office Suite, and familiarity with CRM software (eg, Salesforce) ... Assist the sales team with tasks such as preparing client proposals, managing CRM data entry, and coordinating follow-up communications to support sales efforts. +… more
- Robert Half Finance & Accounting (Alameda, CA)
- …trading, custodial systems, and database management + Proficient in Microsoft Office and CRM platforms (Salesforce preferred) + Detail-oriented, proactive, ... join a mission-driven financial services firm focused on delivering personalized investment management . This role plays a critical part in ensuring accuracy and… more
- Intertek (Lake Forest, CA)
- …standards and pricing; Follow through on sales transactions to ensure a superior customer experience for every project. + Provide outstanding customer service. + ... all KPI targets and log activity in to iConnect ( CRM ), as required. + Prepare sales reports and forecasts,...device or pharmaceutical sales experience. + Superior interpersonal and customer service skills. + Exceptional ability to communicate and… more
- Antech Diagnostics (Thousand Oaks, CA)
- …customer activities at meetings as assigned. + Maintains Salesforce ( CRM ) customer and business date and other system records accurately and thoroughly. + ... the magnifying glass to Browse Jobs. **Job Purpose/Overview** The Diagnostic Sales Manager ("DSM") will manage their territory market share, book of business, and… more