Client Relations Training Coordinator
2 weeks ago
The 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 Responsibilities- Client Onboarding Coordination: Manage the process of onboarding new clients, ensuring a smooth transition and positive experience.
- Prospect Pipeline Management: Assist Financial Advisors in tracking and managing their prospect pipeline effectively.
- Proposal Development: Support the generation of tailored proposals that meet client needs and expectations.
- Account Setup: Prepare and facilitate the necessary paperwork for opening new accounts.
- Asset Transitioning: Oversee the transfer of new assets to Baird, ensuring compliance and accuracy.
The ideal candidate will possess strong organizational skills, attention to detail, and a commitment to providing outstanding client relations. A background in business services or financial advisory is preferred.
Join us in delivering exceptional service and support to our clients as part of the Client Specialist Training Program.
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Client Relations Coordinator
2 weeks ago
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Client Relations Associate
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Client Relations Coordinator
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Client Relations Associate
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Client Relations Coordinator
1 week ago
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Client Relations Coordinator
2 weeks ago
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Client Relations Coordinator
1 week ago
Louisville, Kentucky, United States Generation Tux Full time*This position is onsite at our Louisville KY office* Generation Tux is a premier online platform for tuxedo and suit rentals, established by menswear icon George Zimmer. Since its inception in 2014, the company has aimed to deliver high-quality formalwear rentals at competitive prices, with the convenience of direct shipping to customers' locations. As a...
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Client Services Coordinator
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Client Relations Specialist
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Client Relations Specialist
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Client Specialist Training Program Associate
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Client Services Coordinator
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Client Relations Specialist
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Client Relations Associate
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