Client Service Associate

4 weeks ago

Murfreesboro, Tennessee, United States Baird Full time

As a Client Specialist at Baird, you will play a vital role in providing exceptional client service and operational support for our Financial Advisors. This is a unique opportunity to grow as a professional in a fast-paced environment, working with a team of associates who are passionate about achieving great results for clients and giving back to the communities where we live and work.

Key Responsibilities:
  • Provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.
  • Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing ongoing communication/client service plans.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answer incoming phone calls and handle as appropriate, managing client needs where possible and advising Financial Advisors of action taken.
  • Schedule client appointments and/or conference rooms for appointments.
  • Assemble and generate materials, including paperwork and reports, for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • Manage Financial Advisor and Team social media presence, including websites, LinkedIn, Twitter, and other platforms.
  • Maintain Client Relationship Management (CRM) systems for Financial Advisors, leveraging the platform to manage client relationships through mailings, reporting, email tracking, and more.
  • Organize and coordinate seminars and client events at the direction of Financial Advisors, developing client lists, designing materials, coordinating PowerPoint presentations, and following through with client contact.
  • Seek ways to enhance Financial Advisor business effectiveness and marketability.
  • Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, client request fulfillment, and special projects as needed.
  • Enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders, per Financial Advisors' instructions or upon client verbal direction.
  • Provide backup to other teams and the branch when necessary, performing other duties and special projects as needed.
  • Proactively review investment opportunities daily and notify Financial Advisors to take action on those opportunities, driving Financial Advisors' business.
What Makes This Opportunity Great:
  • Flexible work-life balance is promoted.
  • A fast-paced environment that will enable you to grow as a professional.
  • A team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.
  • A 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 and/or administrative work experience.
  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
  • A 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, with the ability to adeptly exchange ideas and information.
  • Detail-oriented with an emphasis on accuracy.
  • Strong organizational skills, with the ability to prioritize workflow and achieve specific goals in a timely manner.
  • Understanding of compliance regulations and correspondence policies, with the ability to maintain client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

Baird is committed to inclusion & diversity for our clients, our associates, and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others, and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement, and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

  • Food Production Associate

    1 month ago

    Murfreesboro, Tennessee, United States Gordon Food Service Full time

    Join Our Team at Gordon Food ServiceWe are seeking a motivated and detail-oriented Food Production Associate to join our team at Gordon Food Service Store. As a key member of our retail team, you will play a vital role in providing exceptional customer service and ensuring the highest quality products are available to our customers.Key...

  • Rural Carrier Associate Position

    4 weeks ago

    Murfreesboro, Tennessee, United States US Postal Service Full time

    Job Summary:As a Rural Carrier Associate with the US Postal Service, you will be responsible for delivering mail and packages along a prescribed rural route. This role requires a high level of customer service and communication skills, as you will be interacting with customers on a daily basis.Key Responsibilities:Deliver mail and packages to customers along...

  • Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Massage Envy Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Sales Associate at Massage Envy Murfreesboro. As a Sales Associate, you will play a key role in promoting our wellness programs and services to clients, while providing exceptional customer service and support to our team.Key Responsibilities:Provide...

  • Service Desk Associate

    3 weeks ago

    Murfreesboro, Tennessee, United States Planet Fitness Full time

    Job SummaryThe Service Desk Associate is a key member of our team, responsible for providing exceptional customer service and ensuring a positive experience for our members and guests. This role involves a range of tasks, including membership sales, customer service, and facility maintenance.Key ResponsibilitiesProvide excellent customer service to members...

  • Service Desk Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Planet Fitness Full time

    Job SummaryThe Service Desk Associate is a key member of our team, responsible for providing exceptional customer service and ensuring a positive experience for our members and guests. This role requires a strong ability to communicate effectively, work independently, and maintain a clean and organized environment.Key ResponsibilitiesProvide exceptional...

  • Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Salon Service Group Full time

    Job DescriptionJob Title: Sales Associate - Beauty Industry ProfessionalDepartment: Retail StoresReports to: Store ManagerStatus: Part-time (Non-exempt)Job Summary:As a Sales Associate at Salon Service Group, you will deliver exceptional customer experiences through focus on partnership. You will work directly with the Store Manager, Distributor Sales...

  • Veterinary Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States VCA Animal Hospitals Full time

    VCA Animal Hospitals is seeking a talented Associate Veterinarian to join our team in Rutherford, New Jersey. As a member of our 'One Team' culture, you will be part of a collaborative environment where every client and pet receives an exceptional experience. Our hospital is equipped with the latest technology, including a K Laser, Force Triad, and CO2...

  • Beauty Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Saks Fifth Avenue Full time

    About This RoleThe Beauty Sales Associate will be responsible for delivering an exceptional client experience by providing personalized assistance and guidance to enhance their shopping experience and reach set goals.Key ResponsibilitiesFocus on achieving and exceeding individual Cosmetic sales goals, event sales goals, and department daily & monthly sales...

  • Financial Services Professional

    4 weeks ago

    Murfreesboro, Tennessee, United States First Horizon Advisors, Inc. Full time

    Job SummaryAs a Financial Advisor at First Horizon Advisors, Inc., you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful...

  • Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States UNIQLO Full time

    Job Summary:The Sales Associate - Customer Service Specialist is responsible for delivering exceptional customer service and meeting sales goals in a fast-paced retail environment. This role requires strong communication skills, product knowledge, and the ability to work a flexible schedule.Key Responsibilities:Provide excellent customer service and exceed...

  • Financial Services Professional

    4 weeks ago

    Murfreesboro, Tennessee, United States First Horizon Advisors, Inc. Full time

    About the RoleAs a Financial Advisor at First Horizon Advisors, Inc., you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs....

  • Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Chico's FAS Full time

    Job Summary: We are seeking a highly motivated and customer-focused Sales Associate to join our team at Chico's FAS. As a Sales Associate, you will be responsible for providing exceptional customer service, promoting a customer and product-focused sales culture, and maintaining a great store environment.Key Responsibilities:Meet company sales goals by...

  • Patient Food Service Associate

    1 month ago

    Murfreesboro, Tennessee, United States TouchPoint Full time

    Job SummaryAs a Patient Food Service Associate with TouchPoint, you will play a vital role in providing exceptional patient care through our "Catering to You" program. This program is designed to introduce patients to our menu options and ensure their dietary needs are met.Key Responsibilities:Communicate with nursing departments and clinical dieticians to...

  • Retail Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Burlington Full time

    As a Retail Sales Associate at Burlington, you will be the face of our brand, providing world-class service to our customers. Your excellent communication skills and ability to work in a fast-paced environment will make you a valuable asset to our team.Responsibilities include:Assisting customers in locating merchandise and answering their...

  • Security Officer

    4 weeks ago

    Murfreesboro, Tennessee, United States MSCCN Full time

    Job SummaryAs a Security Officer with Allied Universal, you will serve and safeguard clients in a range of industries. Your primary responsibility will be to provide customer service by carrying out safety and security procedures, site-specific policies, and emergency response activities when necessary. You will also be responsible for responding to...

  • Retail Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Burlington Full time

    Are you an outgoing, enthusiastic, and organized individual who thrives in a fast-paced environment? Do you have a passion for delivering exceptional customer service and creating a positive shopping experience? We are seeking a Retail Sales Associate to join our team at Burlington Stores, Inc. As a key ambassador of our brand, you will be responsible for...

  • Client Advisor

    4 weeks ago

    Murfreesboro, Tennessee, United States Giorgio Armani Full time

    As a Client Advisor with Giorgio Armani Corporation, you will be part of a diverse team who will work with you to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, and knowledge of the luxury/retail business will greatly influence the client experience.As a...

  • Sales Associate

    1 month ago

    Murfreesboro, Tennessee, United States The Lovesac Company Full time

    Job OverviewWe are seeking a highly motivated and results-driven Sales Associate to join our team at The Lovesac Company. As a Sales Associate, you will be responsible for providing exceptional customer service, meeting sales goals, and maintaining a high level of product knowledge.Key ResponsibilitiesProvide outstanding customer service by greeting and...

  • Retail Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Burlington Full time

    Burlington Stores, Inc. is seeking a Retail Sales Associate to join our team. As a key ambassador of the Burlington brand, you will be responsible for delivering world-class customer service and creating a positive shopping experience for our customers.**Responsibilities:*** Greet and assist customers in a friendly and professional manner* Maintain a neat...

  • Sales Associate

    4 weeks ago

    Murfreesboro, Tennessee, United States Fish Window Cleaning Full time

    Job Summary: We are seeking a highly motivated and detail-oriented Sales Associate to join our team at Fish Window Cleaning. As a Sales Associate, you will be responsible for acquiring new commercial clients through follow-up phone calls and meeting weekly, monthly, quarterly, or annual sales goals. Key Responsibilities:Acquire new commercial clients through...