Investor Services & CRM Specialist
Balyasny Asset Management
Balyasny Asset Management L.P. is hiring an Associate for Client Services. The role involves reviewing investor transactions, addressing questions, guiding investments, and assisting with marketing materials. Candidates should have strong communication skills and a background in accounting or client services within the financial sector. Applicants should possess 3+ years of relevant experience and intermediate Excel skills. The position requires a detail-oriented and organized individual ready to thrive in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investor Services & CRM Specialist in Chicago, IL vacancy
- ...Help Wanted: Chicago Ventures is hiring an Investor Chicago Ventures leads investments in... ...tech companies across healthcare, financial services, insurance, supply chain/logistics,... ...build great companies. We all update the CRM. How this team member allocates their time...CRMApprenticeshipInternshipRelocation
VC Stack
Chicago, IL8 hours ago $50k - $85k
...Pickle, Jam, & Salsa Kitchen ( is seeking a seasoned Vendor Business Opportunity Investor to accelerate our growth in the handcrafted food space. LOCATION: Work From Home / Local Community Events JOB TYPE: Independent Contractor/Franchisee SCHEDULE: PT/FT; Flexible Responsibilities...CRMFor contractorsLocal areaWork from homeHome officeFlexible hoursPickle Jam and Salsa Kitchen
Chicago, IL4 days ago- ...Token Venture Investor Decasonic is the venture and digital assets fund building blockchain innovation. We draw on our decades of experience... ...opportunities and maintain a robust deal pipeline using CRM tools. Evaluate technical architectures, tokenomics, and scalability...CRM
Decasonic
Chicago, IL4 days ago - ...Publicis Groupe is hiring a Marketing Services Representative in Chicago for a hybrid role focused on customer service for automotive dealer clients. You will be responsible for selling Epsilon products to ensure customer retention and satisfaction. The ideal candidate...CRM
Publicis Groupe
Chicago, IL4 days ago - ...Publicis Groupe ANZ is hiring a Marketing Services Representative located in Chicago. This hybrid role involves providing exceptional customer service to automotive dealers, ensuring satisfaction and loyalty. Daily activities include consulting with clients and selling...CRMFlexible hours
Publicis Groupe ANZ
Chicago, IL4 days ago - Gray Capital Investors is looking for a proactive Digital Marketing Specialist to enhance branding and manage investor communications. The role involves maintaining the... ...in Microsoft Office and experience with CRM tools like Salesforce is required. #J-18808-Ljbffr...CRMWork at office
- Publicisgroupe is looking for a Marketing Services Representative (MSR) to provide exceptional customer service to automotive dealer clients. This hybrid position requires attendance at the West Chicago office 4 days per week. The MSR will handle client relations, sell...CRMWork at office
$115k - $180k
...Associate Director Department: Investor Communications Department Overview... ...Firm. The group is responsible for investor services and acts as the liaison between clients and... ...preferred ~ Knowledge of Microsoft Dynamics CRM a plus ~ Technical skills and financial...CRMWork at officeGolub Capital
Chicago, IL4 days ago$80k - $120k
...approach has led to creating spaces and services that are redefining the way people live.... ...Position Overview The Analyst/Associate, Investor Due Diligence will assist the Managing... ...management team's Client Relationship Management (CRM) system. Perform all other duties and...CRMHourly payOdd jobFlexible hoursCore Spaces
Chicago, IL3 days ago$104k - $130k
AppFolio, Inc is seeking a User Experience (UX) Designer to enhance the CRM and investor portal experience. As part of a collaborative team, you will address customer challenges while validating prototypes through user research. The role requires strong communication skills...CRMRemote job$104k - $130k
...User Experience (UX) Designer to join our Investment Manager team in Chicago, Illinois. In this role, you will create a premier CRM and investor portal experience, collaborating with Product Management, Engineering, and Quality Engineering. Candidates should have a...CRM$70k
CLEAR INVESTMENT GROUP - Marketing & Investor Relations Associate Chicago, IL · In-Office ·... ...investor communications, capital raising, CRM systems, and brand development - with... ...platform management, and ongoing investor servicing efforts. The ideal candidate is operationally...CRMWork at office$80k - $120k
...Hiring Manager:**Vice President**Department:**Investor Communications**Department Overview**The... .... The group is responsible for investor services and acts as the liaison between clients... ...* Ensuring the accuracy and quality of CRM data and team deliverables**Candidate Requirements...CRMWork at office$16.7 - $21.2 per hour
...while helping grow their business. This position reports to the PRO Services Manager and supports the execution of Floor and Decor's PRO... ...written and verbal communication skills.Experience with Salesforce / CRM software is a plus.Bilingual in Spanish or the most dominant...CRMHourly payFor contractorsLocal areaFloor & Decor Holdings Inc.
Chicago, IL1 day ago- Goodman Theatre in Chicago, IL, is looking for a Ticket Services Representative. This role involves providing high-quality customer service... ...experience in ticketing and customer service, proficiency in CRM platforms like Tessitura, and must be available for evening and...CRMRemote workWeekend workAfternoon shift
$22.14 - $33.21 per hour
...expertise and years of experience, among other factors. Donor Services Specialist The Donor Services Specialist will work as a member of... ...across Endeavor Health foundations' teams into the donor CRM in a consistent and efficient manner. Generate and distribute...CRMHourly payFull timePart timeFor contractorsMonday to FridayFlexible hoursNorth Shore Inc
Evanston, IL4 days ago- Edward Elmhurst Health seeks a Donor Services Specialist in Evanston, IL. This full-time position involves processing donor gifts, ensuring data integrity in the CRM system, and addressing donor inquiries with professionalism. The ideal candidate will have a Bachelor's...CRMFull time
$50k - $55k
...build relationships. Engage with new and existing leads through CRM tools like Salesforce to provide an exceptional customer... ...technology and sport industries to provide a world leading product and service to our elite clients and consumers. We are incredibly proud of...CRMWork at officeSTATSports
Chicago, IL29 days ago$89.31k - $119.47k
...Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...led connectivity. Role Overview MuleSoft's Professional Services team works across the most complex healthcare landscapes to deliver...CRMSalesforce.Com Inc
Chicago, IL2 days ago- ...portfolio of solutions—including Digital Procurement Network, Fresh Services, Software Solutions, and Supply Chain Management—Buyers Edge is... ...business development, preferably in SaaS or technology. CRM Proficiency: Hands-on experience using Salesforce to manage leads...CRMContract workLocal areaFlexible hours
Buyers Edge Platform, LLC
Chicago, IL28 days ago $18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function... ...interpersonal skills. Proficiency in MS Office; experience with CRM and wealth platforms is a plus. Strong sense of ownership...CRMFull timeOld National Bank
Chicago, IL3 days ago- ...funnel governance (MQL → SQL → Opportunity): required fields, next steps, activity standards, and deal-readiness checks Act as the CRM hygiene and data quality owner across Salesforce, HubSpot, and related tools Reduce Account Executives operational load through...CRMFull timeInternshipWork at officeRemote workFlexible hoursNight shift
KINEXON
Chicago, IL18 days ago - ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every... ...of hours with 4+ bookings with clients per day. Maintain a CRM with up-to-date client information including style preferences...CRMCasual workInternshipWork at officeFlexible hours
$25 - $28 per hour
...local residential HVAC company is seeking a Service Coordinator to join the team. This role... .... Service Coordinator - Customer Service Specialist | $25.00 - $28.00 per hour Work Schedule:... ...and field technicians Experience using CRM systems and maintaining accurate customer...CRMHourly payWork at officeLocal areaMonday to FridayFlexible hours- ...prospects, qualifying leads, and conducting product demos. Ideal candidates will have 1 year of sales experience and be proficient with CRM tools like Salesforce. This is an excellent opportunity to contribute to a growing team and enhance your sales skills. #J-18808-...CRM
- .... Grows new business opportunities across multiple products and services. Supports in the development and cultivation of key customer... ...Maintains customer account, contact, lead, and other customer data in CRM. Performs other related duties as assigned. Demonstrates a...CRMTemporary workLocal areaRemote work
Follett Software, LLC
Chicago, IL18 days ago - ...Business Development Representative / Client Acquisition Specialist (Recruiting Services) Hybrid (Naperville, IL preferred) Company Overview... ...agreements Maintain accurate activity and pipeline data in CRM tools Stay informed on hiring trends and client market...CRMBase plus commissionFlexible hours
recruit22 LLC
Chicago, IL3 days ago $45k - $55k
...without dropping the ball ~ Experience with Salesforce or any CRM is a plus, but not required ~ Familiarity with the behavioral... ...originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals...CRMRemote jobFull timeWork at officeLocal areaCharlie Health
Chicago, IL13 days ago- ...contact for homeowners and business customers calling about HVAC services, air duct cleaning, dryer vent cleaning, indoor air quality... ...opportunities. Accurately enter customer information into the company CRM system. Coordinate schedules with technicians and dispatch...CRMHourly pay
Air Flows Chicago
Chicago, IL6 days ago - ...trillion-dollar industry? Schedule Engine is a radically better home services platform combining world-class technology and next generation... ..., and partner relationships. Pipeline Management. Utilize CRM and supporting tools to track your leads and manage your...CRMFull time3 days per week
Schedule Engine
Chicago, IL26 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Services & CRM Specialist. Be the first to apply!
Related searches
- member services specialist Chicago, IL
- information technology and services consultant Chicago, IL
- office service associate Chicago, IL
- public service officer Chicago, IL
- office services specialist Chicago, IL
- entry level service advisor Chicago, IL
- health service specialist Chicago, IL
- facility service associate Chicago, IL
- patient service associate Chicago, IL
- service worker Chicago, IL