- S&P Global (New York, NY)
- …sales team. This is a client facing role where team members need to customer base to maintain relationships and existing revenue as well as identifying upsell ... wide spectrum, including managing marketing leads, new business campaigns, customer upgrade campaigns etc. + Managing sales tasks within...upgrade campaigns etc. + Managing sales tasks within our CRM system + Help sales team with booking meetings,… more
- PSEG Long Island (Bethpage, NY)
- …thought leadership, and consultative support to the business client, IT management , developers and staff in risk assessments, architecture reviews, audits, ... procedures and products with a focus on the SAP environments including ECC, CRM , Business Warehouse, NetWeaver, GRC and other SAP based applications. This includes… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …promptly. + Prepare reports and assist with quarterly client reporting. + Maintain CRM and portfolio management systems (Salesforce, Orion). + Support meeting ... We're seeking a skilled Client Service Specialist to join a boutique wealth management firm. This role is primarily focused on back-office operations with some… more
- Texas State University (San Marcos, TX)
- …programming. + Proficiency in using software and technology for program management , data analysis, and communication (eg Microsoft Office, presentation software). + ... Proven organizational and project management skills, with the ability to manage multiple initiatives...and engagement activities. + Experience with student engagement platforms, CRM systems, and other technology used to enhance communication… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …issues + Prepare reports and assist with quarterly client reporting + Maintain CRM and portfolio management systems (Salesforce, Orion) + Support meeting ... looking for an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …securities industry. + Advanced transaction structure and process. + Advanced client relationship building and management . + Advanced concepts, principles, and ... constituents listed above. + Assistance in managing the team's CRM system to ensure timely and effective follow ups...and accurate information for presentations to clients and senior management . + Review progress of assignments with senior team… more
- Resideo (Orange, CA)
- …by managing partner accounts, activities, facilitating internal processes, and deepening customer relationships. **JOB DUTIES:** 1. **Account Management & Sales ... the primary support for Outside Sales Reps, addressing high-level customer inquiries and assisting in account management ...or related industries. + Familiarity with Salesforce or similar CRM platforms. + Proficient in MS Office (Excel, Word,… more
- Salt Lake Valley Chevrolet (South Salt Lake, UT)
- …sessions - keeping positive relationships with teammates, sales teams and dealership management . * Utilize CRM tracking system daily. * Scan finalized ... Valley GMC Buick in South Salt Lake are both looking to hire a customer service driven Business Development Center teammate to schedule customer appointments,… more
- S&P Global (Raleigh, NC)
- …product suite while managing a portfolio of clients. You will develop your relationship management skills and industry knowledge to help your clients maximize ... for a portfolio of clients usingBigDoughSolutions products, leading all non-commercial relationship management aspects. + Maintain regular communication with… more
- JPMorgan Chase (New York, NY)
- …with data management , reference data, client onboarding and Know Your Customer (KYC) processes, and industry sources of reference data is preferable but not ... business analysis documents. You will collaborate with Product Solutions and Program Management partners to ensure alignment with business needs and priorities. Your… more
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