Brokerage Registered Client Service Associate
. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate...
. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate...
, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general...
One, Salesforce, or Recurly, and exposure to foreign currency transactions is preferred. Shift: 9:00 am to 6:00 pm or 8:00 am - 5...
). Experience with Zoom, Slack, and Salesforce. Willingness to travel periodically. Preferred Qualifications...
with CRM platforms (Slate, Salesforce or similar) is a plus Familiarity with project management tools such as Monday...
One, Salesforce, or Recurly, and exposure to foreign currency transactions is preferred. Shift: 9:00 am to 6:00 pm or 8:00 am - 5...
Preferred Experience Familiarity with customer databases (Salesforce preferred) Experience with ERP systems (IFS preferred...
in Microsoft Office required;Microsoft 365 preferred. CRM database experience required;Salesforce preferred. Possess a valid...
, multitasking, and tech skills (Microsoft Office, Dropbox;Asana and Salesforce a plus) Professional presence, positive attitude...
services • Generate and convert leads • Track activity in Salesforce • Support marketing initiatives • Meet sales...