Investor Services Specialist - Transactions & Relationships
Inland Group
The Inland Real Estate Group, LLC is seeking an Investor Services Associate in Oak Brook, IL to support the full investor lifecycle. You will coordinate investor transactions, maintain records, support communications, and assist investor-facing technology platforms, working with internal teams and external providers to ensure accuracy and exceptional service. Key duties include processing subscriptions and distributions, monitoring wire activity, maintaining records, and supporting portal #J-18808-Ljbffr Inland Group
- The Inland Real Estate Group is seeking an Investor Services Onboarding Associate to support accurate, timely processing of real estate investment transactions and transfers of account ownership. You will review investor documentation, maintain data, and coordinate signatures...SuggestedWork at office
- The Inland Real Estate Group, LLC in Oak Brook, IL is seeking an Investor Services Associate to support the full investor lifecycle. You will coordinate investor transactions, maintain investor records, assist with communications, and support investor-facing technology...Suggested
$60k - $70k
Posted Tuesday, August 4, 2026 at 6:00 AM Investor Services Associate As an Investor Services Associate, you will support the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting...SuggestedFull timeTemporary workInternshipWork at office- Jones Lang LaSalle (JLL) is seeking an Associate, Investor Services in Chicago to support the Investor Services group for the LaSalle program... ...accurate processing and timely servicing of investor transactions. You'll coordinate reporting, assist with account setup, and...Suggested
$60k - $70k
...Investor Services Onboarding Associate As an Investor Services Onboarding Associate, you will support the accurate, timely, and compliant processing of real estate investment transactions and transfers of account ownership. You'll review investor documentation, maintain...SuggestedFull timeTemporary workWork experience placementWork at office$41.71k - $69k
...Deadline: 08/30/2026 Deliver exceptional service to BMO customers and prospects.... ...easy, simple, and fast. Supports customer transactions based on customer traffic. Engages customers... ...appointments, and building new relationships within the community. Addresses questions...Local areaImmediate startDay shift- A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors... ...Responsibilities include onboarding clients, executing transactions, and providing administrative support. This...
$80k - $130k
...As one of the nation's top professional services firms, CohnReznick creates rewarding... ...leaders with deep industry knowledge and relationships, solutions to address clients' unique business... ...for a Senior Associate to join our Transaction Advisory Services practice in our...Work at officeLocal areaFlexible hours- Manager, Tax Forecasting and Investor Tax Reporting page is loaded## Manager, Tax Forecasting... ...on contemplated business planning and transactions + Work closely with Invenergy’s tax... ...and internal stakeholders* Manage relationships with internal stakeholders, including presenting...Visa sponsorship
$300k - $400k
...Angeles / Nashville / New York / PhiladelphiaAmerica - Transaction Advisory Services /Tax /HybridAt Portage Point Partners (Portage Point), you... ...junior team membersLead business development and client relationship effortsLead internal trainings and best practice...Interim roleWork at officeRelocation$187.6k - $220.7k
...value throughout the transaction lifecycle. As a Manager... ...teams, manage client relationships, and identify... ...cybersecurity, and AI specialists to continue expanding... ...technology advisory services across the transaction... ...with Private Equity investors, corporate development...Temporary workLocal areaImmediate startFlexible hours$150k - $227.3k
...willing to listen to your ideas. Our Transaction Advisory Services practice focuses on the financial... ...assistance to companies and private equity investors with a focus on private equity deals. Business Development - cultivate relationships with senior executives at client...Full timeContract workLocal areaFlexible hours$180k - $280k
Job Summary:The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements... ...execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development...$125k - $250k
Our Tax Transaction Advisory Services practice evaluates, structures, and performs tax due diligence for our clients’ M&A transactions. As a Director... ...and negotiate tax-related provisionsManage client relationships and serve as primary point of contactMentor and develop...$20.25 - $22 per hour
...Relationship Banker (Floater) The Relationship Banker (Floater) role blends the responsibilities of a teller and a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. This role travels...Hourly payTemporary workWork at officeLocal areaImmediate startFlexible hoursShift work- Reporting to the AVP, Investor Reporting, the Investor Reporting... ..., including managing agency relationships with Fannie Mae, Freddie Mac... ...well as complex securities transactions. This role prepares and issues... ...conducts in-depth analysis of servicing transactional data to ensure...Flexible hoursShift work
$83k - $110k
...attention and win support from investors when it matters most.... ...credibility and long-term shareholder relationships. You will be a key... ...operating in the financial services or capital markets space on... ...corporate assignments such as transactions, crises, and reputation-building...Full timeLocal area$35.57 - $41.47 per hour
Fay Servicing is a nationally recognized mortgage servicer known for... ...-focused support and investor-driven results. As a subsidiary... ..., including managing agency relationships with Fannie Mae, Freddie Mac... ...well as complex securities transactions. This role prepares and issues...Hourly payInterim roleRemote workFlexible hoursShift work- ...Incorporated in the United States is seeking an Associate, Investor Services reporting to the Senior Vice President of Investor Services... ...role supports the 1031 Exchange Program and REIT investor transactions, ensuring accurate record keeping, timely settlements, and...Remote job
$94k - $140k
With experience gained from thousands of transactions, our teams provide insightful analysis,... ...Due Diligence, Transaction Tax, Lender Services, Integration Services, Opening Balance... ...for developing and maintaining client relationships You get the job done and have fun doing...Full timeContract workWork at office$122.4k - $228k
...and management of key client relationships. Maintains an outstanding... ...negotiations for high-value, complex transactions and credit approvals,... ...solutions and ensuring exceptional service and partnership.Structures... ...-wide level and serves as a specialist resource to senior leaders...Full timeContract workPart timeWork experience placementLocal areaShift work$164.4k - $285.6k
...for driving growth and deepening client relationships within the retail fuel and convenience... ...structuring and execution of high‑value, complex transactions, including acquisition financing,... ...executed agency agreement contract for service to submit resumes.SummaryLocation:...Full timeContract workPart timeLocal area$130k - $160k
DRW Venture Capital is a private investor in financial and enterprise technology. Our team... ..., public and private comparables and transaction analysisDeal Structuring: Assist with... ...technology companiesExcellent communication and relationship building skillsThe annual base salary...Temporary workFlexible hours$125k - $175k
...the firm’s Commingled Retail Investor Funds. The Retail Investor... ...ensure investment and investor transactions are appropriately settled in... ...calendar, managing fund service providers, and assisting with... ...Support investment and client relationship personnel on due diligence...Temporary workWork at officeFlexible hours- ...Client Relationship Representative Chicago, Illinois Company:... ...market events Strong customer service and client engagement skills... ...and empower individual investors. Founded in Chicago by the creators... ...billions of dollars in transactions – built on scale, trust, and...Work at office
- ...Client Relationship Specialist (Chicago, IL/Naperville, IL - Hybrid) What to expect when you join... ...for our communities. The professional services landscape continues to evolve. For Sikich... ...directed, executing money movement transactions, scheduling meetings, preparing...Full timeContract workWork experience placementWork at officeLocal areaFlexible hours
$90k - $110k
...communication with LPs and third-party service providers. In addition, the Analyst will... ...to the evaluation of fund structures and transactions.Essential Duties and Responsibilities:Program... ...groups within NXT Capital, including investor solutions, direct lending deal teams,...Full timeWork at officeFlexible hours$23.19 - $28.35 per hour
...all from Day One. Job Description Client Relationship Consultants build relationships with... ...available deposit and loan products and services, and recommending solutions based on each... ...greeting clients and processing basic transactions. Develops collaborative partnerships...Temporary workLocal area$85k - $200k
...valuations. Ankura offers a full range of services to clients who depend on us to provide... ...valuing:Loan portfoliosCustomer relationship intangiblesCore deposit intangiblesFinancial... ...company method, merger and acquisition (transaction) method, market pricing for services,...Full time- Riveron in Chicago supports clients through the full transaction lifecycle with deep financial analysis and practical execution before and after deal close. We seek a transaction professional with 4+ years of M&A experience and strong Excel skills to contribute to buy-...Full time
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