Client Specialist Training Program Coordinator
2 days ago
Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States. As a Client Specialist Trainee, you will play a critical role in supporting our Financial Advisors and helping clients achieve their goals.
Key Responsibilities:- Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, and preparing new account paperwork.
- Gain knowledge of and partner with Baird's Corporate Resource Groups to provide the best solutions to clients.
- Answer incoming phone calls and handle them appropriately.
- Schedule client appointments and conference rooms as needed.
- Ensure business adherence with firm and financial industry regulatory policies.
- Maintain Client Relationship Management (CRM) systems for Financial Advisors and leverage the platform to manage client relationships.
- Coordinate seminars and client events, develop client lists, design materials, and create PowerPoint presentations.
- Manage the team's social media presence and initiate transactions required to fully service client accounts.
- Enter security orders and provide backup support to other teams and the branch as needed.
- A strong, stable employee-owned firm recognized as a great place to work since 2004.
- A unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and partnership.
- A team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.
- A strong work-life balance and opportunities for professional growth and development.
- Excellent client/customer service skills and good verbal and written communication skills.
- Knowledge of Microsoft Office suite and ability to learn Baird's Private Wealth Management technology platforms.
- Detail-oriented with an emphasis on accuracy and organized with consistent ability to prioritize workflow.
- Good analytical and critical problem-solving skills and high school diploma required (Associate's or Bachelor's degree a plus).
- Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire.
-
Client Specialist Training Program
2 weeks ago
Louisville, Kentucky, United States Robert W. Baird & Co. Full timeClient Specialist TraineeBaird, a leading financial services firm, offers a unique opportunity for driven and adaptable individuals to join their team as a Client Specialist Trainee. This 18-month program is designed to equip individuals with the skills and knowledge necessary to become a successful Client Specialist in the Financial Services Industry.Job...
-
Client Specialist Training Program Associate
1 week ago
Louisville, Kentucky, United States Baird Full timeAbout the RoleBaird is seeking a highly motivated and detail-oriented individual to join our Client Specialist Training Program. As a Client Specialist Trainee, you will play a critical role in supporting our Financial Advisors and providing exceptional client service.Key ResponsibilitiesClient Onboarding Coordination: Manage Financial Advisor prospect...
-
Client Relations Training Coordinator
3 weeks ago
Louisville, Kentucky, United States Robert W. Baird & Company, Inc. Full timePosition OverviewThe Client Onboarding Specialist Program at Robert W. Baird & Company, Inc. is designed for individuals who are passionate about delivering exceptional client service. This role focuses on the seamless integration of new clients into our financial advisory services.Key ResponsibilitiesClient Onboarding Coordination: Manage the process of...
-
Travel Nurse RN Specialist
1 week ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN SpecialistWe are seeking a skilled Travel Nurse RN Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN Specialist, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success of our healthcare team.Job Summary:The Travel...
-
Travel Nurse RN ICU Specialist
2 weeks ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN ICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN ICU Specialist to join their team in a dynamic and challenging environment.Job Summary:We are looking for a highly motivated and experienced Travel Nurse RN ICU Specialist to provide high-quality patient care in a fast-paced ICU setting. The ideal candidate...
-
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a skilled Travel Nurse RN Electrophysiology Lab Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN Electrophysiology Lab Specialist, you will be responsible for providing high-quality patient care in a dynamic and fast-paced Electrophysiology Lab environment.Key ResponsibilitiesProvide direct patient care...
-
Client Support Specialist
3 weeks ago
Louisville, Kentucky, United States Elite Staffing Company Full timeClient Support Specialist Job Overview: The Client Support Specialist is tasked with engaging customers and collaborating with company sales and service teams to manage a range of pre-sales and post-sales service activities. This role involves tracking the status of product returns, repairs, replacements, sales orders, and delivery timelines. Additionally,...
-
Client Services Coordinator
2 weeks ago
Louisville, Kentucky, United States Talentuition, LLC Full timeJob DescriptionTalentuition, LLC is seeking a highly skilled and experienced Office Manager to join our team in Louisville. As a key member of our organization, the Office Manager will provide exceptional administrative support to our CEO and clients, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Client...
-
Travel Nurse RN Oncology Specialist
2 weeks ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team. As a key member of the healthcare team, the successful candidate will provide high-quality patient care and support in a dynamic and fast-paced environment.Key ResponsibilitiesProvide direct patient care to oncology patients, including...
-
Technical Sales Training Program Specialist
1 week ago
Louisville, Kentucky, United States Trane Technologies Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Technical Sales Training Program Specialist. As a key member of our Commercial HVAC sales team, you will be responsible for developing and implementing sales strategies to drive business growth and customer satisfaction.Key ResponsibilitiesSell and promote...
-
Travel Nurse RN
4 days ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN - Med Surg SpecialistJob Type: Travel NursingSpecialty: Med SurgDiscipline: RNEmployment Type: TravelShift: 12 hours, nightsHours per Week: 36Duration: 13 weeksStart Date: To be determinedAbout the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN - Med Surg Specialist to join their team. As a Travel Nurse...
-
Client Services Coordinator
1 week ago
Louisville, Kentucky, United States Talentuition, LLC Full timeJob Title: Office ManagerAt Talentuition, LLC, our mission is to provide exceptional client experiences and support our team members in achieving their goals. We are seeking a highly skilled and organized Office Manager to join our team in our Louisville location.Job Summary:The Office Manager will provide high-level administrative support to our CEO and...
-
Travel Nurse RN Oncology Specialist
5 days ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Oncology SpecialistWe are seeking a skilled Travel Nurse RN Oncology Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN Oncology Specialist, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.About the JobJob Type: Travel NursingSpecialty:...
-
Oncology Nurse Specialist
2 weeks ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeAbout the OpportunityHealthEcareers - Client is seeking a skilled and dedicated Traveling Healthcare Professional to join their team as an Oncology Nurse Specialist in a Travel Nursing role.Job SummarySpecialty: OncologyDiscipline: RNEmployment Type: TravelThis is a 13-week contract opportunity with a 36-hour workweek, requiring 12-hour shifts, days. The pay...
-
Travel Nurse RN Specialist
2 weeks ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeThe HealthEcareers - Client is seeking a skilled travel nurse to join their team in a Post Anesthesia Care Unit (PACU) setting.Job DetailsJob Title: Travel Nurse RN SpecialistSpecialty: PACU - Post Anesthesia CareEmployment Type: TravelShift: 12 hours, nightsHours per Week: 36The HealthEcareers - Client is a leading healthcare provider seeking a dedicated...
-
Travel Nurse RN Specialist
5 days ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN SpecialistWe are seeking a skilled Travel Nurse RN Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN Specialist, you will be responsible for providing high-quality patient care in a Progressive Care Unit (PCU) setting.Job Summary:The Travel Nurse RN Specialist will work closely with our healthcare team to...
-
Client Support Specialist
3 weeks ago
Louisville, Kentucky, United States Seven Counties Services Full timeJob Overview: As a vital member of our organization, the Case Manager plays a crucial role in supporting clients through comprehensive assessments and tailored service plans. Key Responsibilities: 1. Conduct thorough evaluations of client needs and document findings effectively. 2. Collaborate in the creation of personalized service plans that align with the...
-
Travel Nurse RN
5 days ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team as a CVOR specialist. This is a travel nursing position that requires a high level of expertise and experience in the operating room setting.Key ResponsibilitiesProvide high-quality patient care in the CVOR settingCollaborate with the healthcare team to ensure seamless...
-
Louisville, Kentucky, United States Maryhurst Full timeMaryhurst is dedicated to providing exceptional care through our residential, community-based, and outpatient clinical programs aimed at assisting children in need. Our residential initiatives focus on breaking the cycle of abuse, offering treatments that restore hope and facilitate successful transitions for children into more stable community or family...
-
Travel Nurse RN Rehabilitation Specialist
1 week ago
Louisville, Kentucky, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Rehabilitation SpecialistCare Team Solutions is seeking a skilled Travel Nurse RN Rehabilitation Specialist for a travel nursing job in a reputable healthcare facility.Job SummaryWe are looking for a highly motivated and experienced Travel Nurse RN Rehabilitation Specialist to join our team. The ideal candidate will have a strong...