Part-Time Client Assistant
11 hours ago
This is a Part-Time role working 28 hours a week that includes benefitsAs a Client Assistant, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments.Understand and ensure business adherence with firm and financial industry regulatory policies.Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as neededMay enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary.Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.What makes this opportunity great: Flexible work-life balance is promotedFast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and workUnique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnershipA strong, stable employee-owned firm recognized as a great place to work since 2004.Baird provides significant technology training, plus extensive one-on-one training and supportWhat we look for: 2+ years of relevant work experience.Focus on excellent client service.Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and informationDetail oriented with an emphasis on accuracy.Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.Good analytical and critical problem-solving skills.Bachelor's degree preferred; not required#DI#LI-PWM5Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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Part-Time Client Assistant
1 week ago
Onalaska, United States Baird Full timeChallenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...
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Part-Time Client Assistant
1 week ago
Onalaska, United States Baird Full timeChallenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...
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Tanning Consultant
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Onalaska, Wisconsin, United States Sun Tan City Full timeJob Description:Are you looking for a part-time job where you can work in a fun and upbeat environment? As a Sales Associate at Sun Tan City, you will have the opportunity to work with a great team and make a difference in the lives of our clients.Responsibilities:Provide excellent customer service by ensuring all clients' needs are met and are treated...
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Caregiver, Part-time
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Onalaska, United States Chileda Institute Inc. Full timeAdult Family Home Caregiver Part-timeAre you interested in working for a group home where you are cared about while you are making a difference in the lives of young adults? No forced stays, high staff to client ratios, extra support a phone call away, and excellent benefits!Come work in a beautiful setting with us between Onalaska and Holmen.Chileda's...
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Part Time Weekend Caregiver Assistant
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Caregiver, Part-time
1 month ago
Onalaska, Wisconsin, United States Chileda Institute Inc. Full timeJob Title: Adult Family Home CaregiverChileda Institute Inc. is seeking a part-time Adult Family Home Caregiver to join our team. As a Caregiver, you will work directly with our residents to teach important life skills, including independent living skills, community integration, activities of daily living (ADL's), social and communication skills, and...
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Caregiver - Part-time Opportunity
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Part Time Cleaning Specialist
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Onalaska, Wisconsin, United States Simply Clean Full timeJob OverviewSimply Clean is a family-owned professional cleaning service that prides itself on delivering high-quality work and exceptional customer satisfaction. We approach each job as a unique opportunity to meet the specific needs and demands of our clients, providing tailored services that exceed expectations.Key ResponsibilitiesPerform assigned tasks...
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Part Time Teller, Onalaska WI
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Fresh Cut Clerk I
2 months ago
Onalaska, United States Festival Foods Full timeLocation : Name: Onalaska Company Overview: ABOUT FESTIVAL FOODS: We are a Wisconsin family- and employee-owned grocer that is committed to giving back to the communities it serves and providing guests with exceptional service and value. We operate +40 full-service supermarkets across the state of Wisconsin. At Festival, people are at the top of our list....
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Assistant Sales Manager
1 week ago
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Assistant Sales Manager
2 months ago
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Resident Assistant
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Onalaska, United States GENTLE TOUCH HEALTH INITIATIVES LLC Full timeJOB REQUIREMENTS: About Great Lakes Management: Great Lakes Management (GLM) is a dynamic and growing company with exciting opportunities for those who are passionate about serving people and making a positive difference in the lives of others. At GLM, we are driven by our mission and core values, and we are always looking for talented individuals who share...
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Caregiver Assistant
3 weeks ago
Onalaska, United States Comfort Keepers Full timeJob SummaryAt Comfort Keepers, we're seeking a compassionate and dedicated Caregiver Assistant to join our team. As a key member of our care team, you'll provide personalized support to elderly clients, helping them maintain their independence and quality of life.Key ResponsibilitiesAssist with daily activities such as bathing, dressing, and...
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Seasonal Retail Sales Associate
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Onalaska, United States Burlington Full timeBurlington - JobID: 419B1D3874E245F19A69BA798DA05303 [Sales Associate / Team Member] As a Retail Sales Associate at Burlington, you'll: Greet and assist customers; Maintain a neat, organized and clean sales floor; Ensure shelves are organized, stocked and accurately priced; Support the management team with day-to-day store operations...Hiring Immediately >>
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Assistant Salon Director
1 month ago
Onalaska, Wisconsin, United States Sun Tan City Teslow Group Full timeJob SummaryWe are seeking a highly motivated and experienced Salon Director to join our team at Sun Tan City Teslow Group. As a Salon Director, you will be responsible for maintaining a high-energy, positive environment where client-centric service is consistently demonstrated.Key ResponsibilitiesDrive store performance and foster superior client...
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Onalaska, United States Morrie's Auto Group Full timeJob DetailsJob Location Morries Onalaska Volkswagen / Audi - Onalaska, WI DescriptionAbout Us: Morrie's Auto Group is one of the fastest growing privately-owned dealership groups in the Midwest. We have a comprehensive portfolio of OEM brands, and many stores across Minnesota, Wisconsin, and Michigan. As a leading auto retailer, we strive to be the preferred...
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Tanning Consultant
1 month ago
Onalaska, Wisconsin, United States Sun Tan City Full timeJoin the Sun Tan City team and become a part of a dynamic and fun work environment. As a Tanning Consultant, you will be responsible for providing exceptional customer service, educating clients on the best tanning and wellness options, and helping them find their glow. **Key Responsibilities:** * Provide excellent customer service by ensuring all...
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Substitute Instructional Assistant
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Onalaska, Wisconsin, United States School District of Onalaska Full timeJob OverviewThe School District of Onalaska is seeking qualified substitute paraprofessionals to assist in the classroom.Key Responsibilities- Assist teachers in the classroom under their guidance- Provide support to students in a part-time, on-call capacity- Work a variable schedule based on school needsRequirements- A minimum of two years post-high school...
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Sales Associate
3 months ago
Onalaska, United States Sun Tan City Full timeBenefits: 401(k) matching Bonus based on performance Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Tanning Consultant Part Time 9348 WI-16 Suite 230, Onalaska, WI 54650Are you looking for a high energy job where you can share ideas and recommendations with your teammates and clientele? Where your hard...