Client Service Specialist
18 hours ago
Client Service Specialist | Milwaukee A well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The benefits package includes fully funded health and dental insurance, a Health Savings Account (HSA) match, a 401k plan offering both traditional and Roth options, profit-sharing potential within the 401k, as well as the possibility of an employer-funded cash balance pension plan. Responsibilities: Manage client calls and address incoming correspondence and inquiries. Input trade orders as directed by Financial Advisors and execute financial transactions. Prepare client reports and meeting materials, ensuring post-meeting follow-up tasks are completed. Facilitate client onboarding, including opening accounts, preparing necessary documents, ensuring compliance, and updating the database. Contribute to month and quarter-end reporting processes. Proficient in the firm's technology and software, actively participating in available training and education. Collaborate in the identification of opportunities to optimize workflows and processes, ultimately enhancing client service quality. Requirements: Bachelor's degree 3 years of experience in the financial services industry Series 65 and IAR (Investment Advisor Representative) or willingness to obtain Proficient in the Microsoft Office suite, with experience in Tamarac, e-Money, and Money Guide Pro desired Strong organizational and analytical abilities, with the capacity to provide support to multiple advisors
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Client Specialist
3 weeks ago
Milwaukee, United States Robert W. Baird & Company, Inc. Full timeBe responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service req Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...
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Client Services Specialist
4 months ago
Milwaukee, United States SEEK Careers Staffing Full timeJob DescriptionJob DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company. Responsibilities:1. Serve as the main...
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Client Service Associate
3 days ago
Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full timeClient Service SpecialistA well-established Registered Investment Advisor (RIA) is seeking a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office.Key Responsibilities:Manage client calls and address incoming correspondence and inquiries.Input trade orders...
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Client Services Specialist
3 weeks ago
Milwaukee, Wisconsin, United States SEEK Careers Staffing Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative at SEEK Careers Staffing. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company.Key Responsibilities:Serve as...
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Client Support Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Wisconsin Auto Title Loans Full timeClient Support Specialist: Are you at the beginning of your professional journey and concerned that your limited background may hinder your career growth? Let me pose a question. "Can you deliver outstanding customer service and foster enduring relationships with real individuals while enjoying the process?" If your answer is affirmative, we have a promising...
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Client Logistics Specialist
1 month ago
Milwaukee, United States MDS Fulfillment, Inc. Full time $46,000 - $51,000Job DescriptionJob DescriptionClient Logistics Specialist The Client Logistics Specialist is responsible for ensuring daily communications with MDS clients are made. The Client Logistics Specialist is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level agreements. The...
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Client Logistics Specialist
4 months ago
Milwaukee, United States MDS Fulfillment, Inc. Full timeJob DescriptionJob DescriptionClient Logistics Specialist The Client Logistics Specialist is responsible for ensuring daily communications with MDS clients are made. The Client Logistics Specialist is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level agreements. The...
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Client Logistics Specialist
4 days ago
Milwaukee, United States MDS Fulfillment, Inc. Full timeJob DescriptionJob DescriptionClient Logistics Specialist The Client Logistics Specialist is responsible for ensuring daily communications with MDS clients are made. The Client Logistics Specialist is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level agreements. The...
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Travel Nurse RN
3 weeks ago
Milwaukee, Wisconsin, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Interventional Radiology SpecialistWe are seeking a skilled Travel Nurse RN - Interventional Radiology Specialist to join our team at HealthEcareers - Client in Milwaukee, WI.Job Summary:This is a 13-week travel nursing job opportunity for a Registered Nurse with experience in Interventional Radiology. The ideal candidate will...
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Client Support Specialist
1 month ago
Milwaukee, Wisconsin, United States Global Channel Management Full timePosition Overview:The Client Support Specialist plays a crucial role in ensuring customer satisfaction through effective communication and problem resolution. This position requires a commitment to providing exceptional service and support to clients.Requirements:The ideal candidate should possess the following qualifications:Availability to work five days a...
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Client Service Associate
2 weeks ago
Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full timeClient Service SpecialistA well-established Registered Investment Advisor (RIA) is seeking a motivated individual to collaborate with clients and provide support to their team of Financial Advisors.This position will be based entirely in the office and offers a comprehensive benefits package, including fully funded health and dental insurance, a Health...
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Client Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Versiti Inc. Full timeCustomer Care CoordinatorOverview:As a vital member of Versiti Inc., you will enhance the customer experience for our blood clients by delivering exceptional service.Key Responsibilities:Champion initiatives that positively influence client satisfaction while supporting the lifesaving mission of Versiti.Identify and address issues affecting client...
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Client Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Versiti Inc. Full timeCustomer Care CoordinatorRole Overview:As a vital member of the Versiti team, you will enhance the customer experience for our blood clients through exceptional service.Key Responsibilities:Champion initiatives that positively influence client satisfaction while reinforcing the lifesaving mission of Versiti.Identify and address issues affecting client...
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Client Specialist Training Program
4 months ago
Milwaukee, United States Robert W. Baird & Co. Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the...
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Client Specialist
2 days ago
Milwaukee, United States Robert W. Baird & Co. Full timeAs a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes...
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Client Communication Specialist
1 month ago
Milwaukee, United States Bray Associates-Architects INC Full timeJob DescriptionJob DescriptionClient Communication SpecialistOur firm is currently seeking a Client Communication Specialist to join its growing and talented marketing department. The candidate must be an excellent communicator, both verbal and written, as well as detail-oriented, flexible, and organized. It is critical that this team member also possesses...
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Client Specialist
4 months ago
Milwaukee, United States Robert W. Baird & Co. Full timeAs 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...
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Client Communication Specialist
3 days ago
Milwaukee, Wisconsin, United States Bray Associates-Architects INC Full timeJob Title: Client Communication SpecialistWe are seeking a highly skilled Client Communication Specialist to join our growing marketing department at Bray Associates-Architects INC. As a key member of our team, you will be responsible for maintaining, developing, and implementing client-focused communication and initiatives.Key Responsibilities:Work closely...
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Client Care Specialist
1 month ago
Milwaukee, United States The Mosaica Group, LLC Full time $22 - $25Job DescriptionJob DescriptionWe are searching for an experienced warehouse associate to join our growing team in our Sussex location.Client Care Specialist will be responsible for intensive client interaction and client account management in assisting the sales force that would include, but is not limited to:Communication with clients via telephone and...
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Client Specialist Training Program
4 weeks ago
Milwaukee, 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...