Salesforce jobs in Berkeley 1 -3 of 3 (0.000s)

Investment client service manager

Webster Grovesadecco

...Proficiency with CRM systems (Salesforce, Redtail, Wealthbox) and portfolio management software (Orion, Tamarac, Black Diamond). Excellent verbal and written communication skills. High attention to detail and ability to manage multiple workflows simultaneously.Preferred Knowledge of fiduciary standards and fee-only advisory [...]

Category Banking, Insurance, Finance & Accountancy

28 days ago in Adecco

Customer service specialist (morrisville, nc, us, 27560)

MorrisvilleEssilorLuxottica Group

...Manage customer requests via Salesforce cases to successful outcome. Proactive work monitoring, including retention reports, WIP control, and manage workflow and scheduling to ensure customer needs are met in a timely manner. Build partnerships with new customers by training and supporting product knowledge. Coordinate with [...]

Category Healthcare & Medical

11 days ago in EssilorLuxottica

Sales support specialist// beeline 91646-1

MissouriRandstad

...PRD, PRP, or P80), Salesforce, Chatter, Teams, WIMS, and other applications that house customer information to research and respond to sales and customer inquiries. • Provide necessary documentation for import processes, ensuring that customers receive accurate and timely information. • Place and manage orders, assign [...]

Category Sales

5 days ago in Randstad

Salesforce jobs in Berkeley 1 -3 of 3 (0.000s)

Investment client service manager

Customer service specialist (morrisville, nc, us, 27560)

Sales support specialist// beeline 91646-1

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