Financial Services Representative
3 days ago
As a Client Specialist at Robert W. Baird & Company, Inc., you will provide exceptional client service and operational support to one or more Financial Advisors. Your primary focus will be on client onboarding coordination, ensuring a seamless experience for our clients.
Key Accountabilities- Manage client onboarding processes, including coordination with Financial Advisors and internal teams.
- Provide operational support to Financial Advisors, ensuring they have the necessary resources to deliver exceptional client service.
- Develop and maintain strong relationships with clients, understanding their needs and preferences.
- Collaborate with cross-functional teams to ensure effective communication and coordination.
To succeed in this role, you will need excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. You should be able to prioritize tasks effectively and manage multiple projects simultaneously.
-
Financial Services Representative
3 weeks ago
Murfreesboro, Tennessee, United States Ascend Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled Consumer Lending Representative to join our team at Ascend Federal Credit Union. As a key member of our Consumer Lending Department, you will be responsible for providing exceptional service to our members by processing consumer loans, home equity loans, small business loans, credit cards, and new accounts.Key...
-
Financial Services Representative
3 days ago
Murfreesboro, Tennessee, United States Ascend Federal Credit Union Full timeJob SummaryAscend Federal Credit Union is seeking a highly skilled Consumer Lending Representative to provide exceptional service to our members. As a key member of our team, you will be responsible for managing all aspects of consumer lending, including loan processing, credit analysis, and customer service.Key ResponsibilitiesProcess and manage consumer...
-
Customer Service Representative
3 days ago
Murfreesboro, Tennessee, United States SiteOne Services Full timeCustomer Sales & Service RepresentativeAt SiteOne Services, we're looking for a talented Customer Sales & Service Representative to join our team. As a key member of our sales team, you'll play a vital role in providing exceptional customer service and driving sales growth.Key Responsibilities:Assist customers with their questions and needs, either in...
-
Customer Service Representative
2 weeks ago
Murfreesboro, Tennessee, United States SiteOne Services Full timeCustomer Sales & Service RepresentativeAt SiteOne, we're looking for a skilled Customer Sales & Service Representative to join our team. As a key member of our sales team, you'll be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Assist customers with their questions and needs, either in person or via...
-
Financial Services Professional
3 days ago
Murfreesboro, Tennessee, United States First Horizon Advisors, Inc. Full timeJob Title: Financial AdvisorAt First Horizon Advisors, Inc., we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing personalized financial planning and investment advice, and helping them achieve their...
-
Financial Services Professional
2 days ago
Murfreesboro, Tennessee, United States First Horizon Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at First Horizon Bank. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance and advice, and helping them achieve their financial goals.Key ResponsibilitiesDrive...
-
Financial Services Coordinator
7 days ago
Murfreesboro, Tennessee, United States Baird Full timeUnlock Your Potential as a Client Specialist at BairdAre you passionate about delivering exceptional client service and supporting the growth of a leading financial services firm? As a Client Specialist at Baird, you will play a vital role in providing operational support to our Financial Advisors, helping them to build strong relationships with their...
-
Payroll Coordinator
1 month ago
Murfreesboro, Tennessee, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is a leading provider of financial staffing solutions, partnering with top companies to deliver exceptional talent and expertise.Our Client:Our client is a mid-sized company with a strong reputation for innovation and excellence in the electrical industry. They prioritize a healthy, positive, and fun work...
-
Senior Financial Services Professional
3 days ago
Murfreesboro, Tennessee, United States Blue Foundry Bank Full timeAbout Blue Foundry BankBlue Foundry Bank is a revolutionary financial institution that empowers businesses to thrive. Our mission is to provide innovative solutions, expert guidance, and exceptional customer service to help our clients achieve their goals.Job SummaryThe Senior Banker is a key member of our team, responsible for delivering exceptional...
-
Customer Service Representative
2 days ago
Murfreesboro, Tennessee, United States 30 Burgers Full timeJob Summary: 30 Burgers is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service, handling customer transactions, and maintaining a clean and organized store environment.Key Responsibilities:Provide excellent customer service to ensure...
-
Customer Service Representative
2 weeks ago
Murfreesboro, Tennessee, United States Circle K Stores, Inc. Full timeStore 4703903: 3903 Veteran's Pkwy., Murfreesboro, Tennessee 37129Availability: Evenings - Overnight ShiftJob Summary:We are seeking a Customer Service Representative to join our team at Circle K Stores, Inc. As a Customer Service Representative, you will be responsible for providing excellent customer service to our customers, answering their questions, and...
-
Customer Service Representative
4 weeks ago
Murfreesboro, Tennessee, United States Hudson Automotive Group, Inc Full timeJob Opportunity at Hudson Automotive Group, IncWe are seeking a highly motivated and customer-focused individual to join our sales team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and driving sales growth.About the RoleThis is an exciting opportunity to join a dynamic...
-
Customer Service Representative
1 month ago
Murfreesboro, Tennessee, United States Hudson Automotive Group, Inc Full timeCustomer Service Representative OpportunityWe are seeking a highly motivated and customer-focused individual to join our sales team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide top-notch customer service and support...
-
Customer Service Representative
4 weeks ago
Murfreesboro, Tennessee, United States IDEX Corporation Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our team at IDEX Corporation. As a key member of our customer-facing team, you will be responsible for processing incoming orders, providing exceptional customer service, and resolving customer inquiries in a timely and professional manner.Key ResponsibilitiesCommunicate...
-
Customer Service Representative
1 month ago
Murfreesboro, Tennessee, United States Dixie Chicken Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Dixie Chicken. As a key member of our front-of-house team, you will be responsible for providing exceptional service to our guests, ensuring a positive dining experience, and contributing to the overall success of our...
-
Customer Service Representative
3 weeks ago
Murfreesboro, Tennessee, United States Kelly Services, Inc. Full timeCustomer Service Agent OpportunityKelly Services, in partnership with Nissan North America, is currently seeking highly motivated and customer-focused individuals to join their team as Call Center Customer Service Agents.Key Responsibilities:Handle inbound and outbound phone calls for the INFINITI Call CenterProvide exceptional customer service and support...
-
Customer Service Representative
3 weeks ago
Murfreesboro, Tennessee, United States Kelly Services, Inc. Full timeCustomer Service Agent at Kelly Services, IncAs a Customer Service Agent at Kelly Services, Inc, you will be responsible for providing exceptional customer service to our clients. Your primary duties will include:Key Responsibilities:Respond to customer inquiries via phone, email, and chatProvide accurate information about products and servicesResolve...
-
Client Service Representative
3 weeks ago
Murfreesboro, Tennessee, United States Robert W. Baird & Co. Full timeJob 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 ResponsibilitiesClient Onboarding: Coordinate the onboarding process for new clients,...
-
Financial Services Manager
3 hours ago
Murfreesboro, Tennessee, United States First Horizon Advisors, Inc. Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team. As a key member of our operations team, you will be responsible for managing client relationships, providing exceptional customer service, and ensuring the highest level of quality in our services.Key Responsibilities:Establish and maintain strong client...
-
Customer Service Representative
4 weeks ago
Murfreesboro, Tennessee, United States Kelly Services, Inc. Full timeCustomer Service Agent Job DescriptionKelly Services, in partnership with Nissan North America, is currently seeking highly skilled and customer-focused individuals to join their INFINITI Call Center team as Call Center Customer Service Agents.Key Responsibilities:Handle inbound and outbound phone calls with professionalism and courtesy.Provide exceptional...