Current jobs related to Client Specialist - Denver - Robert W. Baird & Co. Incorporated
-
Client Specialist
4 months ago
Denver, United States Robert W. Baird & Company, Inc. Full timeProvide 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 A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...
-
Client Dashboard Specialist
6 days ago
Denver, United States Fareharbor Holdings, Inc. Full timeThe FareHarbor Onboarding Team is seeking a Client Dashboard Specialist in the Denver, CO office. The Onboarding Team dedicates their energy to both new and live clients, providing individualized attention in their transition to, and continued suppor Specialist, Client, Healthcare, Experience
-
Client Dashboard Specialist
3 days ago
Denver, Colorado, United States FareHarbor Full time{"title": "Client Dashboard Specialist", "description": "About the RoleFareHarbor is seeking a Client Dashboard Specialist to join our Onboarding Team in the Denver, CO office. As a key member of our team, you will be responsible for setting up, troubleshooting, and maintaining our clients' FareHarbor dashboards.Key ResponsibilitiesStrategize and communicate...
-
Traveling Registered Nurse
4 days ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob Title: Traveling Registered Nurse - Bone Marrow Transplant SpecialistHealthEcareers - Client is seeking a skilled Traveling Registered Nurse - Bone Marrow Transplant Specialist to join their team. As a Traveling Registered Nurse - Bone Marrow Transplant Specialist, you will be responsible for providing high-quality patient care in a Bone Marrow...
-
Travel Nurse RN
2 weeks ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - NICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - NICU Specialist to join their team.Job SummaryWe are looking for a highly motivated and experienced Travel Nurse RN - NICU Specialist to provide high-quality patient care in a dynamic and fast-paced environment.ResponsibilitiesProvide direct patient...
-
Client Experience Specialist
7 days ago
Denver, Colorado, United States Fareharbor Holdings, Inc. Full timeAbout FareHarbor Holdings, Inc.FareHarbor Holdings, Inc. is a leading provider of innovative solutions for the hospitality industry. Our team is dedicated to delivering exceptional results and exceeding client expectations.Job SummaryWe are seeking a highly skilled Client Dashboard Specialist to join our Onboarding Team in Denver, CO. As a Client Dashboard...
-
Travel Nurse RN Oncology Med Surg Specialist
1 week ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN Oncology Med Surg SpecialistJob Type: Travel NursingSpecialty: OncologyDiscipline: Registered Nurse (RN)Shift: 12 hours, daysHours per Week: 36 hoursDuration: 13 weeksEmployment Type: TravelAbout the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Med Surg Specialist to join their team. As a...
-
Client Dashboard Specialist
4 days ago
Denver, United States FareHarbor Full timeAt FareHarbor, our mission is to make experiences better for everyone. Founded in 2013 in Hawaii and acquired by Booking Holdings in 2018, FareHarbor creates powerful tools that enable our clients (think boat rentals, museums, food tours, events and more!) to operate and grow. With over 20,000 clients across 90+ countries—we’re the largest in our...
-
Travel Nurse RN Neuro ICU Specialist
7 days ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN Neuro ICU SpecialistJob Type: Travel NursingSpecialty: Neuro ICUDiscipline: Registered Nurse (RN)Employment Type: TravelShift: 12 hours, nightsHours per Week: 36Duration: 13 weeksLocation: NationwideAbout the JobWe are seeking a skilled Travel Nurse RN Neuro ICU Specialist to join our team at HealthEcareers - Client. As...
-
Client Relations Specialist
3 weeks ago
Denver, Colorado, United States Western Paper Co Full timeClient Relations Specialist Location: Denver, Colorado Western Paper Co is actively searching for a dedicated Client Relations Specialist to join our team. This is a fantastic opportunity for enthusiastic and skilled individuals. In this role, you will engage with our clients, assisting them in resolving inquiries related to their orders or accounts. This...
-
Client Support Specialist
3 weeks ago
Denver, Colorado, United States Stars Companies Full timeJoin Our Team as a Client Support Specialist at Stars CompaniesWe are excited to announce an opening for a Client Support Specialist within Stars Companies. This role is designed for individuals who are passionate about providing outstanding service and support to our valued clients. This position may start as part-time with the opportunity to evolve into a...
-
Sales and Client Relations Specialist
2 weeks ago
Denver, Colorado, United States American Income LifeGlobe Life - Krueger Organization Full timeAbout the CompanyAmerican Income Life/Globe Life - Krueger Organization is a distinguished provider of high-quality products and services, boasting a legacy of over 70 years in catering to a varied clientele. We are in the process of expanding our team and are on the lookout for a Sales and Client Relations Specialist.Job Title: Sales and Client Relations...
-
Client Engagement Specialist
3 weeks ago
Denver, Colorado, United States Apex Systems Full timePosition: Customer Relations SpecialistLocation: 100% RemoteHours: Full-time; 40 hours/weekSchedule: Monday-Friday, 8am-5pm MSTContract Type: Contract (duration varies on team)Role OverviewThe Customer Relations Specialist plays a vital role in guiding clients through the onboarding process for new and renewal health insurance benefits. This position...
-
Client Success Specialist
2 weeks ago
Denver, Colorado, United States Checkr Full timeAbout the Team/RoleAs a Client Success Specialist, you will play a pivotal role in enhancing customer loyalty and driving growth by ensuring that clients are fully engaged and deriving maximum benefit from the Checkr solution.You will collaborate with a distinguished team of Client Success Specialists who thrive on teamwork, determination, and continuous...
-
Client Success Specialist
3 weeks ago
Denver, Colorado, United States Mimecast Full timeClient Success Specialist, Remote OpportunityAre you dedicated to enhancing the experiences of organizations? At Mimecast, we focus on not only preventing issues but also on elevating the overall satisfaction of our clients.We are in search of a highly motivated and results-oriented professional who is enthusiastic about fostering robust client relationships...
-
Client Support Specialist
3 weeks ago
Denver, Colorado, United States Russell Tobin & Associates Full timeWhat qualities are we seeking in our Client Support Specialist?Russell Tobin & Associates is collaborating with a commercial banking institution to find a Client Support Specialist.Employment Type: Contract/HybridLocation: Denver, COCompensation: $23- $26/hr, based on experienceKey Responsibilities:Respond to customer inquiries via phone and email.Guide...
-
Travel Nurse RN Oncology Med Surg Specialist
1 week ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Med Surg Specialist to join their team. As a key member of the healthcare staff, this individual will provide high-quality patient care and support in a dynamic and fast-paced environment.Key ResponsibilitiesDeliver exceptional patient care and services in an Oncology Med Surg...
-
Client Relations Specialist
3 weeks ago
Denver, Colorado, United States PIIAC Full timeThe Client Relations Specialist plays a crucial role in supporting Account Managers and Benefits Consultants in managing employee benefits accounts. This position is ideal for a meticulous and organized individual. The Client Relations Specialist delivers exceptional customer service and fosters professional relationships with client contacts while providing...
-
Client Service Specialist
3 months ago
Denver, United States Blank Label Full timeWho is Blank Label?Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and since then...
-
Client Relationship Specialist
3 weeks ago
Denver, Colorado, United States Matter Family Office Full timeCompany Overview At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and intentional decision-making regarding wealth, Matter ensures the families we serve...
Client Specialist
4 months ago
As a Client Specialist, 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.Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies
May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).
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.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
May 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 on a daily basis & 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 promoted
Fast paced environment that will enable you to grow as a professional
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
A 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 support
What we look for:
2+years of prior industry experience.
Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
Focus on excellent client service.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills
Bachelor’s degree preferred, not required.
Compensation Information:
$25.07 - $33.33 per hour*
Bonus potential of up to 8.5% of annual compensation
*Compensation and bonus are commensurate with experience, licensing, performance, and/or firm profitability
Additional benefits include:
Medical/Dental/Vision
B/Well programs
Competitive bonding leave
HSA Contribution
FMLA
Employee Assistance Program
Ten paid holidays and competitive PTO package
Life and disability insurance
Retirement – 401k match and profit-sharing
Tuition Reimbursement
#DI
#LI-PWM4
#J-18808-Ljbffr