Top 196 Crm specialist Jobs in San Diego, Ca

Client Service Specialist
Focus Partners Wealth —San Diego, CA
- $70,000 - $75,000 a year
- Remote
- Research
- Mid-level
- Organizational skills
Intake Specialist
Shegerian & Associates —San Diego, CA
- $54,000 - $58,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Research
- Typing
- Profit sharing
- Health insurance
Quick Apply
Implementation Specialist
Noveda Technologies, Inc —San Diego, CA
- Computer literacy
- Mid-level
- Quality control
Digital Content & SEO Specialist
Bartell Hotels Corporate Offices —San Diego, CA
- $74,000 - $77,000 a year
- Remote
- Merchandising
- Research
- Mid-level
Quick Apply
Field Support Specialist - Hybrid - San Diego, CA
TriWest Healthcare Alliance —San Diego, CA
- $81,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Administrative experience
- High school diploma or GED
- AD&D insurance
- Disability insurance
Government Business Development & Contracts Coordinator
Fire Etc —San Diego, CA
- $24.03 - $28.84 an hour
- Full-time
- Marketing
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
4d
Electronics Application Development Engineer
Nordson —California
- $101,700 - $152,600 a year
- Online Application
- Remote
- Microsoft Excel
- Microsoft Outlook
- 5 years
Pediatrician Liaison Team Lead- ABA (San Diego only)
MeBe —San Diego, CA
- $70,000 - $75,000 a year
- Full-time
- Mid-level
- Business development
- Mentoring
Quick Apply
Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)
PGS Gold & Coin —California
- $50,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Profit sharing
- Paid training
Quick Apply
Inside Sales and Customer Support Specialist
ITT Inc. - English US —El Cajon, CA
- $26.83 - $39.90 an hour
- Oracle
- Engineering
- Mid-level
Quick Apply
Customer Success Specialist
Markful —El Cajon, CA
- $22 - $26 an hour
- Overtime
- Mid-level
- High school diploma or GED
- Organizational skills
Quick Apply
Client Access Specialist
ACES —San Diego, CA
- $18 - $22 an hour
- Remote
- Spanish
- English
- Mid-level
Quick Apply
9d
Sales Specialist, San Diego
Hermès Paris —San Diego, CA
- $26.51 - $29.30 an hour
- Full-time
- Merchandising
- Mid-level
- POS
- Profit sharing
- Paid parental leave
Pre-Qualification Specialist
Formula Funding —San Diego, CA
- Email
- Microsoft Word
- Microsoft Outlook
- Customer service
Product Solutions Specialist
San Diego State University Research Foundation —San Diego, CA
- $6,006 - $6,510 a month
- Weekends as needed
- Remote
- Background check
- Computer Science
- Writing skills
Marketing & Sales Specialist
Sherpa Clinical Packaging —San Diego, CA
- English
- Research
- Mid-level
Product Content Specialist
Workiz —San Diego, CA
- $71,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Outreach Specialist
NewSchool —San Diego, CA
- $25 - $28 an hour
- Full-time
- Mid-level
- Office
- University
- Work from home
Quick Apply
Metalworking Specialist
W.W. Grainger —San Diego, CA
- $87,200 - $145,300 a year
- Hybrid work
- 5 years
- Driver's License
- Project management
- Paid parental leave
- Dental insurance
Enrollment Specialist
NewSchool —San Diego, CA
- $26 - $29 an hour
- Full-time
- Microsoft Excel
- 5 years
- Bachelor's degree
Quick Apply

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Client Service Specialist

Focus Partners Wealth
San Diego, CA

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Job Details

$70,000 - $75,000 a year

Qualifications

Investment account customer support
Sales management systems proficiency
CRM system proficiency

Full Job Description

Please note that while this position is remote, qualified candidates should be located in the Pacific Time Zone.

Primary Responsibilities

Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.
Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
Handle all communications between the custodians and Operations with advisors or clients.
Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.
Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.
Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.
Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.
Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress.
Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.
Demonstrate care, empathy, and a genuine desire to help advisors and clients.
Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.
Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.
Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.
Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.

Qualifications

3+ years in the RIA industry with custodian and client-facing service experience
Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
Proficiency in using Salesforce or a similar CRM system.
Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.
Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.
Work well in a team environment, fostering a collaborative and inclusive work culture.
Embrace innovative approaches and ideas and adapt quickly to new methods.
Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-SA1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

crm specialist jobs in san diego, ca

Client Service Specialist

Intake Specialist

Implementation Specialist

Digital Content & SEO Specialist

Field Support Specialist - Hybrid - San Diego, CA

Government Business Development & Contracts Coordinator

Electronics Application Development Engineer

Pediatrician Liaison Team Lead- ABA (San Diego only)

Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)

Inside Sales and Customer Support Specialist

Customer Success Specialist

Client Access Specialist

Sales Specialist, San Diego

Pre-Qualification Specialist

Product Solutions Specialist

Marketing & Sales Specialist

Product Content Specialist

Outreach Specialist

Metalworking Specialist

Enrollment Specialist

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