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Reposted 11 Hours AgoSaved
In-Office
Charleston, SC, USA
Senior level
Senior level
Fintech
The Senior Client Specialist provides strategic client service to Financial Advisors, managing onboarding, communications, and business development opportunities while adhering to regulatory policies.
Top Skills: CRMMS Office
Reposted YesterdaySaved
In-Office
Milwaukee, WI, USA
Mid level
Mid level
Fintech
The Intranet & Web Content Specialist will manage Baird's intranet and web content, improve user experience, and partner with stakeholders for content governance and analytics reporting.
Top Skills: Ga4Looker StudioOptimizelyPower BISharepoint
2 Days AgoSaved
In-Office
Madison, WI, USA
Junior
Junior
Fintech
As a Client Specialist, you'll provide operational support to Financial Advisors, handle client onboarding, and maintain effective communication and documentation, aiding in the growth of wealth management strategies.
Top Skills: Client Relationship Management (Crm) SystemsMicrosoft Office Suite
Reposted 2 Days AgoSaved
In-Office
Phoenix, AZ, USA
62K-84K Annually
Junior
62K-84K Annually
Junior
Fintech
The Associate Financial Advisor assists Financial Advisors by creating customized financial plans, engaging clients, and supporting wealth management strategies.
Top Skills: Financial PlanningInvestment AnalysisMicrosoft Office (ExcelPortfolio ManagementPowerpoint)
Reposted 2 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech
The Business Development Consultant supports revenue growth by coaching financial advisors, enhancing client outcomes, and driving profitability through strategic initiatives.
Top Skills: Financial PlanningInvestment SolutionsTechnology
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3 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Insurance Solutions Consultant collaborates with Financial Advisors to deliver insurance solutions, improve internal processes, and expand the insurance platform while ensuring compliance and managing client needs.
Top Skills: MS Office
3 Days AgoSaved
In-Office
3 Locations
55K-80K Hourly
Junior
55K-80K Hourly
Junior
Fintech
The Talent Coordinator supports onboarding and performance management, ensuring an excellent new hire experience and aiding in talent development initiatives.
Top Skills: Crm SystemsLatticeMS OfficeSalesforceWorkday
Reposted 3 Days AgoSaved
In-Office
Mill Valley, CA, USA
28-42 Hourly
Junior
28-42 Hourly
Junior
Fintech
As a Client Specialist, you'll coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors.
Top Skills: Client Relationship Management (Crm) SystemExcelMicrosoft Office (WordPowerpoint)
4 Days AgoSaved
In-Office
Anchorage, AK, USA
Junior
Junior
Fintech
As a Client Specialist, you will provide client service and operational support to Financial Advisors, manage client onboarding, handle communications, and assist in organizing client events while adhering to regulatory policies.
Top Skills: Crm SoftwareMicrosoft Office Suite
Reposted 4 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
The Client Specialist coordinates onboarding, manages communications, supports account operations, and organizes client events for Financial Advisors to enhance client service and business effectiveness.
Top Skills: MS Office
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