- 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 ... About the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management ...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- ThermoFisher Scientific (Tewksbury, MA)
- …Join our ambitious team at Thermo Fisher Scientific Inc. as a Technical Support Specialist II! In this customer service role, you will provide outstanding ... efficiently via phone, email, and remote tools. + Manage customer cases through Salesforce Service Cloud with...knowledge of spectroscopy principles and applications. + Proficiency with CRM or case management systems. + Outstanding… more
- AAA Mid Atlantic (Cincinnati, OH)
- …and Casualty License required + Life Insurance License preferred + Experience in using CRM and BI tools, including Salesforce required. Full time Associates are ... We are seeking a full time Insurance Process Specialist to join our Insurance Sales Process &...of 3% The primary duties of the Insurance Process Specialist are: + Coach individual Insurance Sales Agents to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... + Prepare reports and assist with meeting materials using CRM and portfolio management systems. + Contribute...sensitive information. + Experience with Orion Advisor Tech and Salesforce is a plus. Want to know more? Apply… more
- Massachusetts Institute of Technology (Cambridge, MA)
- …environments with diplomacy and discretion; proficiency in MS Office Suite and CRM tools ( Salesforce preferred); be an independent self-starter who thrives ... Business Development Operations Specialist + Job Number: 25324 + Functional Area:...Artificial Intelligence Lab, will be a strategic partner and relationship architect, driving engagement and collaboration between CSAIL and… more
- Percepta (Dearborn, MI)
- …remote support tools, and CRM systems such as Microsoft Dynamics or Salesforce . + Familiarity with incident and problem management tools (eg, Jira, BMC, ... we deliver award-winning services for every stage of the automotive and mobility customer journey. As an **Escalation Support Specialist ** (specializing in the… more
- Kelly Services (Greenville, WI)
- …InDesign, Illustrator, Premiere Pro), WordPress, Shopify, and Microsoft Office. - Familiarity with CRM tools like Zoho or Salesforce is a plus. - Experience ... **Marketing - Social Media - Website Specialist ** **Job Summary:** We are on the lookout...branding across all social media accounts. - Facilitate online customer interactions and respond to inquiries. - Conduct … more
- Renewal by Andersen (Carmel, IN)
- Customer Relations Specialist Renewal by Andersen...Minimum 2 years of experience in an office and customer service environment - CRM / Salesforce ... and better window and door replacement experience for homeowners. As a Customer Relations Specialist , you will be tasked with giving every customer a… more
- First National Bank of Omaha (Omaha, NE)
- …our organization's success.** **Summary of the Job:** The Commercial Payments Implementation Specialist is a pivotal role responsible for partnering with both our ... online tools to ensure the clients' success. The Commercial Payments Implementation Specialist enhances and optimizes the way products are delivered to our… more
- Renewal by Andersen (Carmel, IN)
- …proofreading experience is preferred - 2 years of data entry experience required - Salesforce (or equivalent CRM ) software experience is a plus Compensation and ... Order Entry Specialist Renewal by Andersen - Carmel, IN Renewal...to ensure complete accuracy - Work closely with Operations Manager to ensure products are ordered correctly and in… more