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14 Days AgoSaved
In-Office
Milwaukee, WI, USA
Junior
Junior
Fintech
The Accounts Payable Specialist processes invoices, audits expense reports, assists clients with payment inquiries, and engages in compliance and special projects.
Top Skills: ConcurExcelPeoplesoftWord
Reposted 14 Days AgoSaved
In-Office
Birmingham, MI, USA
Junior
Junior
Fintech
The Client Specialist coordinates client onboarding, manages communications, supports account operations, and organizes client events, enhancing the client's experience and supporting Financial Advisors.
Top Skills: CRMMS Office
Reposted 14 Days AgoSaved
In-Office
Milwaukee, WI, USA
Junior
Junior
Fintech
As a Client Specialist, you'll manage client onboarding, support Financial Advisors, coordinate client communications, maintain organization of client relationships, and assist with event planning.
Top Skills: CRMMS Office
Reposted 15 Days AgoSaved
In-Office
Danvers, MA, USA
24-37 Hourly
Junior
24-37 Hourly
Junior
Fintech
As a Client Specialist, you will provide operational support to Financial Advisors, manage client onboarding, communications, and events, while ensuring adherence to regulations and maintaining CRM systems.
Top Skills: MS Office
Reposted 15 Days 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
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17 Days AgoSaved
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
Reposted 17 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech
The Business Development Associate supports wealth management growth by collaborating with internal teams, assisting financial advisors, and enhancing business outcomes through strategic initiatives and client education.
Top Skills: CRMExcel
Reposted 18 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 18 Days AgoSaved
In-Office
New York, NY, USA
150K-200K Annually
Mid level
150K-200K Annually
Mid level
Fintech
The Equity Derivatives Sales Trader will drive revenue through client relationships and market insights, execute trading strategies, and educate clients on equity options capabilities while monitoring market trends.
Top Skills: Options Trading PlatformsRisk Management Systems
Reposted 18 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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