Client Assistant

2 months ago

Canonsburg, United States Robert W. Baird & Co. Full time

As 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-PWM4Baird 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.

  • Client Service Associate

    1 month ago

    Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Assistant to join our team at Robert W. Baird & Co. As a Client Assistant, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding Coordination: Manage Financial Advisor prospect...

  • Client Specialist

    1 month ago

    Canonsburg, United States Robert W. Baird & Co. Full time

    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...

  • Client Service Representative

    4 weeks ago

    Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Assistant to join our team at Robert W. Baird & Co. As a Client Assistant, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding and Coordination: Manage Financial Advisor(s) prospect...

  • Client Service Specialist

    1 month ago

    Canonsburg, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesProvide exceptional client service and operational support to Financial...

  • Client Services Representative

    5 days ago

    Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

    Job DescriptionThis role supports Financial Advisors (Registered Representatives) in their day-to-day Investment practice, enhancing customer service levels and experiences. The Client Services Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Coordinator

    2 weeks ago

    Canonsburg, Pennsylvania, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Representative to support our Financial Advisors in their day-to-day investment practice. This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about delivering exceptional customer service.Key ResponsibilitiesAct as a liaison...

  • Caregivers for Private Duty Clients

    2 weeks ago

    Canonsburg, Pennsylvania, United States Liken Home Care - PittsburghSouth Full time

    Join Our Team of Dedicated CaregiversLiken Home Care - Pittsburgh/South is seeking experienced and reliable caregivers to provide top-notch care to our clients in Washington, Allegheny, Westmoreland, Beaver, Butler, Fayette, and Greene counties.We are committed to hiring the best of the best and offer a range of benefits, including flexible working hours,...

  • Caregivers for Private Duty Clients

    6 days ago

    Canonsburg, Pennsylvania, United States Liken Home Care - PittsburghSouth Full time

    Liken Home Care - Pittsburgh/South is seeking experienced and reliable caregivers for private duty cases. We service Washington, Allegheny, Westmoreland, Beaver, Butler, Fayette, and Greene counties.We offer a range of benefits, including a chance to work with a diverse group of clients and patients. Our work environment includes:Growth opportunitiesFlexible...

  • Traveling Nurse RN

    2 weeks ago

    Canonsburg, Pennsylvania, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RNArdor Health Solutions is seeking a travel nurse RN for a travel nursing job in a home health setting.Job Description & RequirementsSpecialty: Home HealthDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelSetting: HOME HEALTHBenefits include weekly pay, holiday pay, pet insurance, referral...

  • Caregiver for Private Duty In-Home Clients

    6 days ago

    Canonsburg, Pennsylvania, United States Liken Home Care - PittsburghSouth Full time

    Job Summary:Liken Home Care - Pittsburgh/South is seeking a dedicated and compassionate caregiver to provide top-notch care to our clients in their homes. As a Direct Support Professional, you will play a vital role in ensuring the well-being and independence of our clients.Responsibilities:Assist clients with daily living activities such as meal...

  • Client Services Representative

    3 weeks ago

    Canonsburg, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Representative

    1 month ago

    Canonsburg, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • DCWs for Private Duty In-Home ID Clients

    3 months ago

    Canonsburg, United States Liken Home Care - PittsburghSouth Full time

    At Liken Home Care, we have been providing top-notch care to our clients for 50 years. We are dedicated to hiring the best of the best, and that's why we are seeking experienced and reliable DSPs for ODP clients. Our ideal candidates will have knowledge and training in behavioral, redirection, and direct support. We provide service for clients in Washington,...

  • DCWs for Private Duty In-Home ID Clients

    5 months ago

    Canonsburg, United States Liken Home Care - PittsburghSouth Full time

    At Liken Home Care, we have been providing top-notch care to our clients for 50 years. We are dedicated to hiring the best of the best, and that's why we are seeking experienced and reliable DSPs for ODP clients. Our ideal candidates will have knowledge and training in behavioral, redirection, and direct support. We provide service for clients in Washington,...

  • Full/Part-Time Caregivers for Private Duty Clients

    1 month ago

    Canonsburg, United States Liken Home Care - PittsburghSouth Full time

    At Liken Home Care, we have been providing top-notch care to our clients for over 50 years. We are dedicated to hiring the best of the best, and that's why we are seeking experienced and reliable caregivers for private duty/ odp cases. We service Washington, Allegheny, Westmoreland, Beaver, Butler, Fayette, and Greene counties. We are professional, agile,...

  • Full/Part-Time Caregivers for Private Duty Clients

    5 months ago

    Canonsburg, United States Liken Home Care - PittsburghSouth Full time

    At Liken Home Care, we have been providing top-notch care to our clients for over 50 years. We are dedicated to hiring the best of the best, and that's why we are seeking experienced and reliable caregivers for private duty/ odp cases. We service Washington, Allegheny, Westmoreland, Beaver, Butler, Fayette, and Greene counties. We are professional, agile,...

  • Travel Nurse RN Position in Home Health

    2 weeks ago

    Canonsburg, Pennsylvania, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RNCore Medical Group is seeking a travel nurse RN for a Home Health position in Pennsylvania.Job Requirements:Specialty: Home HealthDiscipline: RNShift: 8 hoursEmployment Type: TravelAs a travel nurse with Core Medical Group, you will have access to a range of benefits, including:Free Private Housing or a Generous Housing...

  • Caregiver Assistant

    1 week ago

    Canonsburg, Pennsylvania, United States ameriCARE Full time

    AmeriCARE Pittsburgh is seeking dedicated individuals to provide top-notch care and support to our clients.We are a Home Care agency that prioritizes a positive and rewarding care experience for both caregivers and clients.Our leadership team is comprised of doctors and health professionals who bridge the gap between Home Care and medical care.Competitive...

  • Home Care Assistant

    2 weeks ago

    Canonsburg, Pennsylvania, United States Comfort Keepers Full time

    Job Title: In Home CaregiverAt Comfort Keepers, we're dedicated to providing exceptional in-home care to our elderly clients. As an In Home Caregiver, you'll play a vital role in enhancing their quality of life.Key Responsibilities:Provide personalized care and support to clients in the comfort of their own homes.Assist with daily activities such as bathing,...

  • Home Care Assistant

    3 weeks ago

    Canonsburg, Pennsylvania, United States Comfort Keepers Full time

    Job Title: In Home CaregiverAt Comfort Keepers, we're dedicated to providing exceptional in-home care to our elderly clients. As an In Home Caregiver, you'll play a vital role in ensuring their comfort, safety, and well-being.Key Responsibilities:Provide personalized care and support to clients in the comfort of their own homesAssist with daily activities...