Customer Relationship Management Specialist
1 month ago
The role of CRM Systems Specialist with our client is a dynamic role that manages and maintains the firm’s CRM operating system as well as provide operational support to the firm’s financial advisors and clients.
CRM Duties and Responsibilities:
- General system/program management.
- Optimize utilization of the CRM.
- Develop and modify CRM best practices and workflows as needed.
- Automate business development workflows.
- Create custom reports for executive or administrative needs.
- Manage CRM integrations to 3rd party platforms.
Operational Duties and Responsibilities:
- Prepare and complete account opening paperwork.
- Link and maintain client accounts in the firm’s systems.
- Perform regular account maintenance (e.g., Name/address changes, beneficiary information, reporting statements, trustee, etc.).
- Assist clients with transaction requests (move money, deposit checks, and complete wire requests).
- Work with custodians to ensure successful receipt of ACAT and Non-ACAT transfers.
- Open and service pledged accounts.
- Communicate with clients, custodians, and other vendors.
CRM-Specific Skills:
- Ability to learn software and databases (Tamarac CRM).
- Advanced knowledge in building various queries.
- Able to manage mass upload/download capabilities across various client segments.
- Ability to create custom fields & dashboards.
- Ability to manage CRM integrations to outside platforms.
- Working knowledge of CRM business development workflows.
- Working knowledge of CRM marketing lists/campaigns.
- Working knowledge of family units within CRM.
Other Skills:
- Highly proficient in Excel, and other Microsoft Suite applications.
- Strong problem solving and decision-making ability.
- Ability to manage multiple tasks and priorities simultaneously.
- Excellent communication skills, both written and oral.
- Strong interpersonal and relationship-building skills.
- Highly organized with strong attention to detail.
- Ability to collaborate with a team and work independently.
-
hoffman estates, United States Engtal Full timeThe role of CRM Systems Specialist with our client is a dynamic role that manages and maintains the firm’s CRM operating system as well as provide operational support to the firm’s financial advisors and clients.CRM Duties and Responsibilities:General system/program management.Optimize utilization of the CRM.Develop and modify CRM best practices and...
-
Customer Service Representative
4 weeks ago
Hoffman Estates, Illinois, United States Jimmy John's Full timeAbout Jimmy John'sAs a leading sandwich delivery chain, Jimmy John's is dedicated to providing exceptional customer service and fresh, high-quality food.Job OverviewWe are seeking a reliable and skilled Customer Service Representative - Delivery Specialist to join our team. The ideal candidate will possess excellent communication skills, a positive attitude,...
-
Customer Experience Specialist
3 days ago
Hoffman Estates, Illinois, United States Burlington Stores Full timeAbout Our TeamWe are a dynamic retail company seeking a talented and customer-focused individual to join our team as a Retail Sales Associate at Burlington Stores, Inc.Foster strong relationships with customers, providing personalized service and ensuring their needs are met.Contribute to a positive store environment by maintaining a clean and organized...
-
Customer Support Specialist
5 days ago
Hoffman Estates, Illinois, United States Homelink Corporation Full timeJob SummaryWe are seeking a highly skilled and experienced Customer Support Specialist to join our team at Homelink Corporation.This full-time position will be responsible for providing exceptional customer service to our policyholders, assisting with daily administrative duties, and supporting various departments.The ideal candidate will have excellent...
-
Executive Support Specialist
1 week ago
Hoffman Estates, Illinois, United States Property Management Company Full timeJob Title: Executive Support SpecialistCompany Overview: Property Management Company seeks an experienced administrative professional to provide high-level support to our Owner. This role involves a wide range of responsibilities, including administrative tasks, operational support, and special projects.Estimated Salary: $70,000 - $90,000 per year, depending...
-
Operations Associate
1 week ago
Hoffman Estates, Illinois, United States Property Management Company Full timeJob DescriptionWe are seeking an experienced Office Support Specialist to join our team at the Property Management Company. As an Office Support Specialist, you will provide administrative and operational support to our Owner, ensuring the smooth operation of the office.Responsibilities:Provide administrative support to the Owner, including answering phones,...
-
Property Management Specialist
5 days ago
Hoffman Estates, Illinois, United States Group Fox Full timeJob Title: Property Management SpecialistEstimated Salary: $70,000 - $85,000 per year.About the RoleWe are seeking a highly skilled Property Management Specialist to join our team at Group Fox. As a leading residential management company in Chicago, we pride ourselves on delivering high-quality results and making a positive impact on our residents' lives.The...
-
Executive Support Specialist
1 week ago
Hoffman Estates, Illinois, United States Property Management Company Full timeAbout the RoleThis is an exciting opportunity for a motivated and organized Executive Support Specialist to join our Property Management Company in Chicago, IL.Key ResponsibilitiesProvide administrative support to the Owner and office team, including scheduling meetings and maintaining calendars.Develop and maintain accurate records and databases.Prepare and...
-
Hoffman Estates, Illinois, United States Swift Placement & Consulting Full timeWe are seeking a highly skilled Area Sales Specialist for High-Performance Machinery to join our team at Swift Placement & Consulting. As a Business Development Manager, you will be responsible for promoting the sale of Company products, providing technical sales support, and building and fostering customer relationships.The ideal candidate will have a...
-
Office Support Specialist
1 week ago
Hoffman Estates, Illinois, United States Property Management Company Full timeAbout Our TeamOur Property Management Company is a dynamic and growing organization that requires a skilled Operations Associate to join our team. As an Operations Associate, you will play a critical role in providing administrative and operational support to our Owner.Key Responsibilities:Assist the Owner with daily operations, including managing the...
-
Enterprise Customer Experience Leader
3 days ago
Hoffman Estates, Illinois, United States CDK Global Full timeThe Regional Mgr, Customer Success will oversee customer relationships for CDK's accounts in a specified region. This role involves managing a team of Customer Success Managers, ensuring client satisfaction and driving CDK solution value.
-
Customer Success Manager
4 days ago
Hoffman Estates, Illinois, United States CDK Global Full timeOverviewCDK Global is a leading provider of cloud-based software solutions for the automotive industry. Our platform enables dealerships to manage their business operations efficiently, providing customers with simple and convenient experiences.
-
Fermentation Business Development Specialist
4 weeks ago
Hoffman Estates, Illinois, United States Sensient Technologies Full timeUnlock Growth Opportunities in the Fermentation IndustrySensient Technologies is a leading global manufacturer and marketer of colors, flavors, and extracts. We are seeking a talented Fermentation Business Development Specialist to join our team in the United States.About the Role:This is a dynamic home-based opportunity where you will be responsible for...
-
Interim Senior Cost Accountant
4 weeks ago
Hoffman Estates, Illinois, United States Brilliant Management Resources - IL Full timeJob OpportunityWe are seeking a highly skilled Interim Senior Cost Accountant - Inventory Specialist to join our team at Brilliant Management Resources - IL.Location: Remote work model, with the possibility of occasional meetings in the Chicago area.Estimated Salary Range: $80,000 - $110,000 per year, depending on experience and qualifications.About the...
-
Security Specialist
4 weeks ago
Hoffman Estates, Illinois, United States Pinkerton Full timeWe are seeking a highly skilled Security Specialist to join our team at Pinkerton, a stable and thriving corporation with over 170 years of experience in corporate risk management. This is an exciting opportunity for a career-oriented individual to grow with a future-looking company.About the RoleThe Physical Security Specialist will support the Client's...
-
Contract and Litigation Specialist
3 months ago
Hoffman Estates, United States Heritage-Crystal Clean, LLC Full timeCrystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide...
-
Contract and Litigation Specialist
3 months ago
Hoffman Estates, United States Heritage-Crystal Clean, LLC Full timeCrystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide...
-
Advanced CNC Machine Tool Sales Specialist
4 weeks ago
Hoffman Estates, Illinois, United States Swift Placement & Consulting Full timeAbout the RoleSwift Placement & Consulting is seeking a highly skilled Advanced CNC Machine Tool Sales Specialist to join our team. This is an exceptional opportunity for a sales professional with a strong background in B2B sales and technical knowledge of CNC machine tools.About Us:We are a leading provider of recruitment services, specializing in matching...
-
customer service rep
3 weeks ago
hoffman estates, United States Randstad US Full timecustomer service rep. + hoffman estates , illinois + posted 2 days ago **job details** summary + $23 - $25 per hour + temporary + bachelor degree + category office and administrative support occupations + referenceAB_4676903 job details We are seeking a Customer Service Representative to join our team in Hoffman Estates, IL. This is a fantastic...
-
Office Support Specialist
2 weeks ago
Hoffman Estates, Illinois, United States Group Fox Full timeJob SummaryWe are seeking a highly skilled and motivated Office Support Specialist to join our team at Group Fox. As an Office Support Specialist, you will play a critical role in maintaining the efficiency and effectiveness of our property management office.You will be responsible for managing day-to-day administrative tasks, maintaining office procedures,...