Current jobs related to Client Support Coordinator - Roseville - Baird

  • Client Service Coordinator

    5 months ago

    Roseville, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Coordinator

    4 months ago

    Roseville, United States Banfield Full time

    Docx 2 of 3 Last Revised: 08/20/2013 JP - Communication Skills - Client Service Skills - Priority Setting - Time Management CAPABILITIES AND EXPERIENCE (CAN DO) - Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shift Client Service, Coordinator, Service, Skills, Animal Care, Retail, Client

  • Client Support Manager

    2 weeks ago

    Roseville, California, United States GoodLeap Full time

    About GoodLeapGoodLeap is a pioneering technology company that empowers sustainable solutions for a greener future. Our innovative financing and software products make it easier for homeowners to adopt eco-friendly technologies, from solar panels and energy-efficient HVAC systems to roofing and windows. With over 1 million satisfied customers, we've led to...

  • Client Service Coordinator

    2 weeks ago

    Roseville, United States GrowthWise Search Partners Full time

    Client Service Specialist **Job Summary:** We are seeking a highly organized and customer-focused Client Service Specialist to join our team at GrowthWise Search Partners. As the first point of contact for our clients, you will be responsible for providing exceptional customer service, managing the CEO's calendar, and assisting with various administrative...

  • Client Support Manager

    1 week ago

    Roseville, California, United States GoodLeap Full time

    About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. We strive to be a reliable and trustworthy ally that always delivers for both our customers and partners. **Job Summary:**The...

  • Client Support Manager

    3 weeks ago

    Roseville, California, United States GoodLeap Full time

    About GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home efficiency products. Our mission is to make sustainable living more accessible and affordable for homeowners. With over $27 billion in financing for sustainable solutions since 2018, we've helped thousands of professionals...

  • Client Support Manager

    2 weeks ago

    Roseville, California, United States GoodLeap Full time

    About GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable products, including solar panels, energy-efficient HVAC systems, and more. Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018.Job SummaryThe Client Support Manager plays a critical role in...

  • Sales Support Coordinator

    4 weeks ago

    Roseville, United States Resource Staffing Group Full time

    Why You Should ApplyJoin a dynamic team with an exciting Temp-to-Hire opportunity tailored for candidates with ERP experience in a manufacturing environment working with international clients. From day one, you'll enjoy excellent perks and be part of a supportive, growth-oriented team. If you're ready to make an impact and advance your career, we want to...

  • Sales Support Coordinator

    4 weeks ago

    Roseville, United States Resource Staffing Group Full time

    Why You Should ApplyJoin a dynamic team with an exciting Temp-to-Hire opportunity tailored for candidates with ERP experience in a manufacturing environment working with international clients. From day one, you'll enjoy excellent perks and be part of a supportive, growth-oriented team. If you're ready to make an impact and advance your career, we want to...

  • Client Specialist

    4 months ago

    Roseville, United States Baird 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,...

  • Customer Service Representative

    2 months ago

    Roseville, Michigan, United States Clementine Answers Full time

    Job SummaryClementine Answers is seeking a highly skilled Customer Service Representative to join our team. As a key member of our client support team, you will be responsible for delivering exceptional customer experiences and providing top-notch support to our clients.Key ResponsibilitiesProvide professional and courteous service to clients via phone,...

  • Client Specialist

    4 months ago

    Roseville, United States Baird Full time

    Challenge 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...

  • Client Support Manager

    2 weeks ago

    Roseville, California, United States GoodLeap Full time

    About GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable solutions, including solar panels, batteries, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has led to over $27 billion in financing for sustainable solutions since 2018.Job SummaryThe Client Support Manager,...

  • Client Service Representative

    1 week ago

    Roseville, United States Baird Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Specialist to join our team at Baird. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key Responsibilities:Client onboarding coordination, including managing Financial Advisor prospect...

  • Client Service Representative

    1 month ago

    Roseville, United States Baird Full time

    Job SummaryAs a Client Specialist at Baird, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors. This is a unique opportunity to grow as a professional in a fast-paced environment that values teamwork and a strong sense of partnership.Key ResponsibilitiesClient Onboarding Coordination:...

  • Service Coordinator

    2 weeks ago

    Roseville, California, United States Alta California Regional Center Full time

    Job Title: Service CoordinatorAlta California Regional Center (ACRC) is a non-profit agency under contract to the State of California, providing coordination of services to individuals with developmental disabilities. We are seeking a Service Coordinator to provide case management and advocacy for persons with developmental disabilities.Job SummaryThe...

  • Service Coordinator

    4 weeks ago

    Roseville, California, United States Alta California Regional Center Full time

    Job SummaryAlta California Regional Center (ACRC) is seeking a highly skilled Service Coordinator to provide case management and advocacy services for individuals with developmental disabilities. As a key member of our team, you will work closely with clients, their families, and community agencies to ensure they receive the necessary supports and services...

  • Administrative AssistantEngineering Support

    2 months ago

    Roseville, United States asicsoft Full time

    ASICSoft is the leader in staffing and consulting for Engineering and IT projects. Launched in 2006 ASICSoft has provided high quality talent and consulting services to leading companies throughout the United States. Our clients range from giants to startups in semiconductor networking multimedia consumer electronics defense/aerospace medical cloud mobile...

  • Administrative istantEngineering Support

    4 weeks ago

    Roseville, United States asicsoft Full time

    ASICSoft is the leader in staffing and consulting for Engineering and IT projects. Launched in 2006 ASICSoft has provided high quality talent and consulting services to leading companies throughout the United States. Our clients range from giants to startups in semiconductor networking multimedia consumer electronics defense/aerospace medical cloud mobile...

  • Service Coordinator

    1 week ago

    Roseville, California, United States Alta California Regional Center Full time

    Job SummaryWe are seeking a highly skilled Service Coordinator to join our team at Alta California Regional Center. As a Service Coordinator, you will provide case management and advocacy services to individuals with developmental disabilities, ensuring they receive the necessary support and resources to achieve their goals.Key ResponsibilitiesDevelop and...

Client Support Coordinator

2 months ago

Roseville, United States Baird Full time

Client Specialist Role Overview

In the position of Client Specialist, you will play a crucial role in delivering outstanding client support and operational assistance for Financial Advisors, utilizing a wealth management or portfolio management strategy. Your key responsibilities will encompass:

  • Facilitating the client onboarding journey
  • Collaborating with Baird's Corporate Resource Groups
  • Overseeing client communication and service strategies
  • Coordinating client meetings and events
  • Ensuring compliance with regulatory standards
  • Enhancing the social media visibility of Financial Advisors and their teams
  • Maintaining the Client Relationship Management system
  • Evaluating and informing Financial Advisors of investment prospects

Reasons to Consider Joining Us:

  • Flexible work-life integration
  • Pathways for professional advancement
  • A diverse culture that emphasizes collaboration and partnership
  • An employee-owned organization recognized for its positive workplace environment
  • Comprehensive training and support offered

Qualifications:

  • Minimum of 2 years in the industry or relevant administrative experience
  • Possession of active SIE, Series 7, and Series 66 licenses or willingness to acquire them
  • Commitment to delivering exceptional client service
  • Proficiency in Microsoft Office Suite
  • Excellent communication and organizational capabilities
  • Strong analytical and problem-solving skills
  • Bachelor's degree is preferred

Compensation Package:

  • Hourly rate of $34.93
  • Potential for bonuses up to 8.5%

Additional Perks:

  • Comprehensive Medical/Dental/Vision coverage
  • Competitive bonding leave
  • Health Savings Account contributions
  • Employee Assistance Program
  • Tuition reimbursement opportunities