Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Specialist

Robert W. Baird & Co. Incorporated

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Louisville, Kentucky to deliver exceptional client service and support Financial Advisors. Responsibilities include managing client onboarding, maintaining communication plans, and organizing client events. A qualified candidate will have 2+ years of experience, a willingness to obtain necessary licenses, and proficiency in Microsoft Office. Join a team that values accuracy, organizational skills, and a proactive approach to client relationship management. #J-18808-Ljbffr Robert W. Baird & Co. Incorporated

Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Louisville, KY vacancy
  • Baird in Louisville, Kentucky seeks a Client Specialist to deliver outstanding client service and operational support for Financial Advisors. You will manage onboarding, support account operations, and assist in organizing impactful client events. Applicants should have... 
    Suggested
    Work at office

    Baird

    Louisville, KY
    1 day ago
  • Bank of America is seeking a motivated Client Service Support professional for its Merrill Wealth Management team in Louisville, KY. In this role, you'll provide vital support to Financial Advisors, ensuring timely and accurate client service while fostering strong relationships... 
    Suggested
    Work at office

    Bank of America

    Louisville, KY
    2 days ago
  • About The Role As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You...  ...contribute to the success of Baird’s Private Wealth Management business, where true wealth... 
    Suggested
    Work experience placement
    Work at office

    Baird

    Louisville, KY
    2 days ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Suggested

    JPMorgan Chase & Co.

    Louisville, KY
    21 hours ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Suggested

    JPMorganChase

    Louisville, KY
    3 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive...  ...a commitment to diversity and delivering exceptional service. The ideal candidate will have at least 2 years of experience... 

    Aumni

    Louisville, KY
    21 hours ago
  • $17 per hour

     ...Job Description Job Description Join us at Metropolitan Veterinary Specialists & Emergency Service in Louisville, KY, as a Full-Time Client Care Specialist/Receptionist! If you're passionate about animal well-being and love engaging with clients, this opportunity... 
    Hourly pay
    Full time
    Work at office
    Shift work
    Weekend work

    Metropolitan Veterinary Specialists & Emergency Service

    Louisville, KY
    12 days ago
  • HighNote is looking for a Customer Service Representative to join our team in Louisville, KY. This is not a traditional call center role...  ...the company. Your day-to-day responsibilities will span from client relationship building, account growth and project management.... 
    Shift work

    THE MAREK GROUP

    Louisville, KY
    21 hours ago
  • $45k

     ...reputable law firm in Louisville is seeking a Support Specialist to manage the intake process for new and prospective clients. This role involves handling phone calls and...  .... Applicants should have 1-2 years of customer service experience, proficiency in Microsoft Office,... 
    Work at office
    Monday to Friday

    Talis Group, Inc.

    Louisville, KY
    1 day ago
  • Stock Yards Bank & Trust in Louisville, Kentucky, is hiring a Client Services Coordinator I to manage assigned portfolios and serve as the primary contact for clients. You will assist with transactional needs, communicate effectively with customers, and ensure compliance... 
    Temporary work

    Stock Yards Bank & Trust

    Louisville, KY
    2 days ago
  • Truist seeks a member for their client service team in Louisville, Kentucky, focusing on establishing strong client relationships and delivering exceptional service. Responsibilities include managing transactions, educating clients on digital solutions, and engaging in... 

    Truist

    Louisville, KY
    1 day ago
  • $1,000 - $2,000 per month

    Medium is looking for candidates to join their financial services team on a part-time, fully remote basis. This role offers you the potential to earn $1,000-$2,000 per month while providing clients with personalized benefits solutions. You will engage in cultivating relationships... 
    Remote job
    Part time

    Medium

    Louisville, KY
    2 days ago
  • A financial services company is seeking a Registered Client Relationship Analyst to provide exceptional support to Financial Advisors and clients. Candidates should have a High School Diploma, with a preference for a college degree, and possess Series 7 and relevant industry... 

    PowerToFly

    Louisville, KY
    4 days ago
  • A family-owned business in Louisville, KY is seeking a Client Service Representative to enhance customer experience and facilitate the business cycle. The ideal candidate will have a college degree in a related field and at least 2 years of experience in customer sales... 

    ISCO Industries, Inc.

    Louisville, KY
    3 days ago
  • Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role focuses on maintaining client relationships and ensuring compliance with retirement plan services. Responsibilities include direct communication with clients, assisting with service delivery... 
    Work at office

    Fairygodboss

    Louisville, KY
    12 hours ago
  • ADP is seeking a Client Service Specialist in Louisville, KY, to maintain effective relationships with clients regarding retirement plans. You'll serve as the primary contact for service delivery and help clients navigate administration issues, ensuring optimal service,... 
    Work at office

    ADP

    Louisville, KY
    4 days ago
  • A leading financial institution is looking for a Private Client Advisor in Louisville, Kentucky. This role involves building and managing client relationships, providing comprehensive financial planning, and delivering personalized investment solutions. Candidates should... 

    JPMorgan Chase & Co.

    Louisville, KY
    21 hours ago
  • Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role is crucial for developing and maintaining client relationships for retirement plan services. The ideal candidate will possess strong communication skills and a Bachelor's Degree, with... 
    Work at office

    Fairygodboss

    Louisville, KY
    21 hours ago
  •  ...supporting our teams with timely, efficient, and professional technical coordination. We are currently seeking an Account Specialist to join our Client Services team at our Blankenbaker location. This role is critical in ensuring smooth communication, accurate service order... 

    Thrive

    Louisville, KY
    3 days ago
  •  ...oriented with exceptional organizational skills to fill our Client Relations Specialist position. This candidate should possess the following...  ...team members in accomplishing work objectives • Customer Service • Ability to develop productive relationships • Ability... 

    Signature Countertops Inc

    Jeffersonville, IN
    6 days ago
  •  ...Job Description Job Description Description: Position Summary The Client Engagement Specialist plays a vital role in supporting client retention and promoting successful recovery outcomes. This position focuses on building strong relationships with clients, identifying... 
    Hourly pay
    Immediate start

    Isaiah House

    Louisville, KY
    23 days ago
  •  ...CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts,...  ...Driven, - Social Responsibility. POSITION SUMMARY: Client Service Specialist is responsible for developing and maintaining effective relationships... 
    Work at office

    ADP

    Louisville, KY
    21 hours ago
  •  ...Client Service Specialist At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates... 
    Work at office

    Automatic Data Processing

    Louisville, KY
    29 days ago
  • $30k - $40k

     ...Customer Service Representative Everlight Solar is seeking a skilled highly energetic and motivated individual to join the Everlight...  ...~ Some proven customer support experience or experience as a client service representative is preferred ~ Strong phone administration... 
    Full time
    Remote work
    Shift work
    Night shift
    Afternoon shift
    3 days per week
    1 day per week

    Everlight Solar

    Louisville, KY
    29 days ago
  • $16.69 per hour

    Opensity Solutions is seeking a Service Specialist in Louisville, KY. This role involves providing administrative and operational support, including mail services, copy and print services, and hospitality support. Candidates should possess a High School Diploma, with a... 
    Hourly pay
    Work at office

    Opensity Solutions

    Louisville, KY
    4 days ago
  •  ...Description Client Service Representative – Veterinary Receptionist Gailor Animal Hospital is seeking a full-time Client Service Representative (CSR) to join our team of dedicated veterinary professionals at our hospital in Louisville, KY . CSRs are invaluable... 
    Full time
    Temporary work
    Work at office
    Local area

    Gailor Animal Hospital

    Louisville, KY
    1 day ago
  •  ...and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service: Clients Co-owners Communities By placing equal emphasis on meeting the needs of our clients, fostering a supportive... 

    Houchens Insurance Group / Curneal Hignite Insurance

    Louisville, KY
    4 days ago
  •  ...Job Description As a Tier III Service Center Business Agent, you'll perform advanced device configuration, repair and lifecycle services for business clients across a wide range of technology products. You'll complete complex work independently while acting as a subject... 
    Hourly pay
    Full time
    Part time
    Work at office
    Work from home

    Best Buy

    Brooks, KY
    1 day ago
  • $14 per hour

     ...Your Golden Ticket to a Sun-Kissed Career Our salons are filled with enthusiastic, fun employees who are passionate about client service. Be a part of a positive working environment where you are truly a valued member of the team. Whether you are looking for a fun... 
    Hourly pay
    Daily paid
    Full time
    Part time
    Work at office
    Flexible hours

    Sun Tan City

    Louisville, KY
    21 hours ago
  • A leading financial services company in Louisville, KY, is looking for a Private Client Advisor. You will provide comprehensive financial planning and personalized investment solutions, significantly enhancing client relationships. This role requires at least 2 years of... 

    JPMorganChase

    Louisville, KY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!