Investor Services Associate - Client Data & CRM (Hybrid)
GP Fund Solutions
GP Fund Solutions (GPFS) is hiring an Investor Services Associate to maintain investor data and support client relationships across the US, UK, and EU. You’ll enter data from source documents, manage updates, and coordinate reconciliations to ensure accuracy. The role emphasizes collaboration with internal teams and proactive client communication. Candidates should have a bachelor’s degree in business or related field, and 0+ years of administrative experience, with strong MS Office skills. #J-18808-Ljbffr GP Fund Solutions
- ...Solutions (GPFS) is seeking an Investor Services Associate to join our team in... ...relationships. You’ll enter and maintain data, support reconciliations, and coordinate with clients and internal teams to ensure... ...Microsoft Office tools and CRM systems to organize...DataCRMWork at office
- Investor Services Associate- GP Fund Solutions As an Investor Services... ...administrator serving clients across the US, UK,... ...maintain non-financial data accurately, sourced from... ...and maintain initial CRM data based on... ...Time & Paid Holidays. Hybrid Scheduling after probation...DataCRMWork at officeTrial period
$22.62 - $27.15 per hour
...Summary of Role: At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the... ...interactions, notes, and subsequent activity in Wealthbox CRM. Ensure data integrity between Wealthbox and LPL ClientWorks. Keep client...DataCRMWork at office$52k
...Full Job Description: At Financial Services of America (FSA) , we’re dedicated to helping clients retire with confidence by... ...updating client records in our custom CRM (ACCESS), preparing financial reports... ...and third-party institutions. Data Management : Ensure accurate, timely...DataCRMFull timeWork at office- ...Operations Manager to oversee daily operations and engage with clients. The role will involve managing workflows and tracking project timelines... ...to thrive in a small, fast-paced environment. Familiarity with CRM tools such as Salesforce or HubSpot is preferred. #J-18808-...CRM
- KeyBank in Albany, NY, is seeking a Lead Specialist to support onboarding and servicing operations. You will perform research, account adjustments, and data entry to assist clients across multiple responsibilities while delivering strong customer service. The role requires...Data
$45k - $65k
...delivering high-touch, meaningful client experiences that truly impact... ...Will Do: Lead Management & CRM Ownership: Manage all... ...Maintain clean, real-time CRM data (Zoho preferred). Ensure every... ...and Chatham, NY. Work Type: Hybrid. Schedule: Full-time,...DataCRMHourly payFull timeWork at officeLocal areaImmediate startMonday to Friday$55k
...Job Description Job Description Client Services Associate Registered Broker-Dealer / Registered Investment Advisor Department: Client... ...and properly filed •Maintain and update client records in CRM and portfolio management systems (e.g., Salesforce, Redtail,...CRMWork at office- ...passionate about delivering exceptional service and building trusted client relationships? Join our dedicated... ...ensure smooth transitions and accurate data capture.Partner with internal teams (... ...with Microsoft Office Suite, CRM tools, and payroll/HR software.Ability...DataCRMWork at officeRemote workFlexible hours
$100k
...Description Title: Senior Manager, Client Services Location: Remote-US Salary: $100... ...process optimization. Experience in using CRM software (such as Salesforce & Jira)... ...Strong analytical skills with experience in data-driven decision-making. Experience in...DataCRMPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift$21.35 per hour
...operational support to the NY Marketing and Client department and senior staff. This role... ...marketing files, folders, and archives. Enter data into marketing systems, CRMs, or... ...Capital District events. Qualifications Associate’s degree in business, marketing or related...DataCRMHourly pay$21.35 per hour
...operational support to the NY Marketing and Client department and senior staff. This role is... ...files, folders, and archives. Enter data into marketing systems, CRMs, or spreadsheets... ...events. Successful Candidates Will Have Associate’s degree in business, marketing or...DataCRMHourly pay$140k - $170k
...Datavant is the data collaboration platform trusted... ...Objective of the Role The Client Partner, Real-World... ..., and AI platform and services. This role will partner... ...Platform (AEP) and associated data and consulting services... ...and forecasting in CRM systems, with attention...DataCRMContract work$53k - $59k
...We are seeking a Customer Service Specialist to join our growing... ...the main point of contact for clients, ensuring smooth communication... ...Maintain client records and ensure data accuracy within the company... ...in Microsoft Office Suite and CRM systems. High attention to...DataCRMWork at office- Wolters Kluwer is seeking a Customer Service Representative (Annual Report Services) to manage client annual report portfolios and... ...departments. The role emphasizes data-entry, attention to detail, and high-volume tasks in a hybrid US-based setting. The position requires...DataWork at officeFlexible hours
- ...Client Success Manager Company: Evaluate Location: Remote, United States Date Posted... ...premier and critical global life sciences data and AI solutions provider dedicated to... ...renewal & expansion forecasts • Keep your CRM, account plans, and customer health data current...DataCRMFull timeContract workTemporary workLive inLocal areaRemote workFlexible hours
$17.75 - $22 per hour
...global leader in laboratory services, providing the insights... ...unparalleled science, data, technology and... ...and questions Notify clients of test results in a timely... ...record management, CRM data maintenance, and internal... ...Qualifications ~ Associate's degree ~3 months or...DataCRMTemporary workCasual workInternshipWork at officeMonday to FridayFlexible hoursShift work$29.2k - $48.9k
Customer Service Representative (Annual Report Services) - Hybrid (USA) R0059271 | RASi | Wolters Kluwer About the Role This... ...for the ongoing management of clients’ annual reports portfolios. This... ...ongoing compliance filings in a data-entry oriented system. This position...DataWork at officeWorldwideFlexible hoursShift work$70k - $90k
...site preferred; open to hybrid, in-office 3 days/week)... ...will work on our client's AI-driven software product... ...driven, low-code content services and automation platform... ...rules to ensure data accuracy and compliance... ...Integrate with various CRM platforms, document management...DataCRMPermanent employmentTemporary workWork at office3 days per week- ...FirstLight’s broad portfolio of products and services and connect client ’s business objectives with FirstLight... ...of pipeline and forecast through the CRM system. Collaborate with peers and... ..., New York, provides fiber-optic data, Internet, data center, cloud and voice...DataCRMLocal area
$65k - $75k
...Opportunity This is an on-site, client-facing role where you will act... ...retention efforts Analyze data to inform engagement... ...management, client-facing, customer service experience ~ Strong communication... .... Experience with Zoho CRM and Projects. Preferred...DataCRM$17.75 - $22 per hour
...global leader in laboratory services, providing the insights... ...unparalleled science, data, technology and... ...issues and questions Notify clients of test results in a... ...medical record management, CRM data maintenance, and... ...Preferred Qualifications Associate's degree 3 months or...DataCRMTemporary workCasual workInternshipWork at officeMonday to FridayFlexible hoursShift work- ...positioning, consumer awareness and desirability, client journey, and revenue growth across North... ...-in ROI measurement.Own the North America CRM strategy in partnership with commercial... ..., and analytical mindset, leveraging data for informed decision-making.Demonstrated...DataCRMWork experience placementLocal areaFlexible hours
$66.55k
Job Description Service Account Specialist - Billing - Clifton, NJ/NYC... ...Quest Diagnostics to our clients in a professional manner. This... ...Responsibilities Improve billing data quality through the education... ...significant client interaction in CRM application (Salesforce.com)....DataCRMFull timePart timeWork at officeWork from homeMonday to FridayFlexible hoursNight shift1 day per week$80k - $150k
...Associate Relationship Manager Location: 66... ...dedicated to serving our clients' financial needs... ...business financial data gathered through... ...relationship manager (CRM) system and... ...Experience and Client Service Standards. Employs... ...Location Category ~ Hybrid (Sales)...DataCRMWork experience placementWork at officeLocal areaFlexible hoursNight shift- Company DescriptionAbout Client:They help in transforming the leading organizations and communities... ..., and communicating the power of data and analytics You will be leading and delivering... ...Who holds 2+ years of experience in CRM Modeling, Reporting, Analytics who is experienced...DataCRM
$52.5k - $87k
...Spectrum, youwillengage business clients to deliver tailored voice,... ...monthly revenue quotas by driving data,phoneand video sales within... ...Account Management and business services teams to ensure seamless... ...Strong experience using CRM systems such asSalesForce Proficiencywith...DataCRMWork at officeLocal areaVisa sponsorship- ...About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic... ...nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and... ...client onboarding, system migrations, and data clean-up projects Contribute to preparation...DataInternship
- ...deliver the boutique fitness experience, assist staff, and greet clients at the front desk. You will answer phones, respond to emails,... ...General Manager, sell memberships and class packages, use the AXLE CRM, restock inventory, and support opening/closing duties while...CRM
$40k - $65k
...in Microsoft Office Suite CRM experience preferred Please... ...targets and monitor personal sales data and reports Target... ...visit each established Lamar client as well as competitor's clients... ...field making sales calls and servicing existing accounts. The physical...DataCRMTemporary workWork at officeLocal areaImmediate startMonday to FridayNight shift
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