Client Service Associate
Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATED is seeking an organized client service and administrative professional in Fort Wright, KY. The role supports wealth management branch operations, client service, and marketing activities to enhance client relationships. The ideal candidate brings 1+ year of customer service experience, proficient MS Office skills, and the ability to work with minimal supervision while maintaining high service standards. #J-18808-Ljbffr
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Fort Wright, KY vacancy
- Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,...SuggestedFlexible hours
- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...SuggestedFull timeWork at officeLocal area
- ...HCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. At HCM Wealth Advisors, we are on a mission to empower our...SuggestedWork at officeRemote work1 day per week
$39k
...Client Service Associate IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information, assist with service-related requests, and help...SuggestedFull time- ...Paychex is seeking a customer service professional to support clients by phone, email, chat, and other channels. You will follow up on items to meet service levels and document all client interactions. You will use systems like HRIS, Salesforce, Flex, Core Advanced, and...SuggestedFull timeFlexible hours
- UBS in Cincinnati seeks a Registered Client Associate to serve as the primary contact for clients, manage scheduling, and prepare materials... ...Bachelor’s degree, active Series 7 and 66 licenses, and 3+ years in client service within financial services. #J-18808-Ljbffr UBS
- ...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...Full timeWork at officeLocal area
- About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about... ...role, you will:Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service...Full timeWork experience placementWork at office
- Fidelity Investments is seeking a Financial Client Associate to support advisors and clients with account servicing, trading, and financial planning needs. You will handle client inquiries, process transactions, prepare reports, and help deliver tailored investment and...
- ...Description Job Description This position is a member of the client service team and works closely with Wealth Advisors, Financial... ...client service, retention, and business growth. The ideal associate will: Act as the primary point of contact and demonstrate...Work experience placementFlexible hours
$60k - $63k
..., and other financial considerations to help clients evaluate decisions in the context of their whole... ...AllworthFinancial.com. SUMMARY: Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing...Full timeContract workPart timeInternshipWork at officeFlexible hours- ...others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site. In this full-... ...progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you...Hourly payFull timeWork at officeMonday to FridayShift work
- ...BRCityCincinnatiJob TypeFull Time Key responsibilitiesUBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large... ...with financial advisory team members to ensure client assets are invested in line with investment...Work at officeFlexible hours
$60k - $63k
...Service Associate Cincinnati, Ohio, United States Allworth Financial is an independent investment financial advisory firm that specializes... ...short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement....Full timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- ...About This Role As a Client Success Associate at Soundtrace, you'll be the operational backbone for the clients who rely on us to run their hearing... ...working across spreadsheets and web tools Empathetic and service-minded — you genuinely enjoy helping people succeed Nice to...Flexible hours
- ...Soundtrace is seeking a Client Success Associate in the Cincinnati area to support onboarding, scheduling, and compliance for client programs. You will coordinate testing, manage documentation, and answer questions to keep accounts healthy. You will work closely with...
- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than...Flexible hours
$55k - $75k
..., a premier dealership located in Cincinnati, OH, is seeking a motivated and personable Automotive Service Advisor to deliver exceptional service to our valued clients. Compensation: $55,000 to $75,000 Annually | Experience based Potential Quarterly Cash Bonus Earnings...Temporary workLive inLocal area- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer-...Remote workFlexible hours
$2,800 - $3,800 per month
...deliver care, Kestra is helping patients and their care teams harmoniously monitor, manage, and protect life. The ASSURE Inventory Service Associate is a temporary contractor role and conducts patient field retrieval activities in support of the Supply Chain Operations and...Contract workTemporary workFor contractorsLocal areaWork visaAfternoon shift- ...Are:Accenture is a global professional services company with leading capabilities in digital... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...equivalent (6 years) work experience. If an Associate's Degree, 3 years of work experience is...Full timeWork experience placementLive inWork at officeLocal area
$60k - $130k
...committed to delivering practical, efficient, and results-focused legal services. Our team combines deep legal knowledge with collaboration, strategic thinking, and a strong commitment to client service. We believe talented attorneys do their best work when they are trusted...Temporary workCasual workWork at officeRemote workWork from homeFlexible hours- ...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...Service Advisor Opportunity The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences... ...service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury...
- Accenture is a global professional services company with leading capabilities in digital,... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Full timeWork experience placementLive inWork at officeLocal areaShift work
$210k - $225k
...nationally recognized law firm representing sophisticated business clients in complex commercial litigation. Work on high-profile... ...Provide strategic legal counsel while delivering exceptional client service. Qualifications Juris Doctor (JD) from an accredited law school...Work at officeRemote workFlexible hours2 days per week- ...ENVIRONMENTAL SERVICES (EVS) JOB DESCRIPTION MISSION STATEMENT In using the ministry of Jesus Christ as our model, we seek to provide quality of life options to assist adults 55+ to remain active by maintaining a healthy lifestyle. VISION STATEMENT...Immediate start
$13 per hour
...weekends, because that’s when we’re busy. As a Beauty Advisor/Sales Associate, you'll have the drive and dedication to hit the ground... ...Complimentary unlimited brow waxing, as well as discounts on all other services & retail products. A fun, well-managed, successful work...Hourly payFull timePart timeFlexible hoursNight shift$60k - $63k
...term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Summary: Our Service Team consistently strives for service excellence. The Service Associate Client Support is responsible for providing...Full timeTemporary workWork at office- ...HCM Wealth Advisors & CPAs in Cincinnati, OH is seeking a Client Service Associate to act as liaison between clients and the Financial Advisor, while supporting tax return management and maintaining a largely paperless workflow. This is an in-person, in-office opportunity...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- part time remote customer service Fort Wright, KY
- client service Fort Wright, KY
- customer support Fort Wright, KY
- full time customer service Fort Wright, KY
- remote online customer service Fort Wright, KY
- client service professional Fort Wright, KY
- customer service position Fort Wright, KY
- customer service Fort Wright, KY
- customer service opportunity Fort Wright, KY
- customer relations Fort Wright, KY



