- US Tech Solutions (St. Charles, MO)
- …Good verbal and written communication skills **Relevant responsibilities:** + Certified Salesforce Administrator + Recommend high-value adaptations of ... of Operations Products. **Required Skills & Experience:** + 3+ years' Salesforce .com or similar administrative experience + Four-year degree in Business preferred… more
- Thrivent Financial (St. Louis, MO)
- …Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for achieving leverage of the ... and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Arch City...the practice by scheduling meetings with clients + Update Salesforce with client contact and preference information + Assist… more
- Enterprise Bank & Trust (Clayton, MO)
- …with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator . Such issues will typically include investment risk tolerance assessment, asset ... the client's Wealth Advisor, Private Banker, Trust Officer and Administrator . + Assist Wealth Advisors and Private Bankers in...Knowledge of VBA or Python is a plus + Salesforce **Certificates, Licenses and Registrations:** + Progress towards CFA… more
- Edward Jones (St. Louis, MO)
- …service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service + Keep the ... skills with the ability to learn and apply technical information. Familiarity in Salesforce , MoneyGuide, Excel is a plus. * HBA associates would have their home… more