Client Relationship Specialist

Baird

Baird is seeking a Client Specialist to support Financial Advisors in client service, onboarding, and operational tasks within a wealth management framework. You will manage accounts, prepare materials, and maintain CRM with client communications to deliver well-defined service models. The role emphasizes strong communication, organization, and adherence to regulatory policies, with opportunities to assist with seminars and cross-team support in a fast-paced environment. #J-18808-Ljbffr

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Client Relationship Specialist in West Palm Beach, FL vacancy

Customer Relationship Specialist
$60k - $70k
...Customer Relationship Specialist (CRS) Full-time/Hybrid/West Palm Beach, FL office Are You an Educator Ready to Drive Impact—And Growth? Join the Instructional Empowerment Team and Combine Your Passion for Education with the Power of Strategic Sales Are you a current or...
Suggested
Full time
Work at office
Local area
Remote work
Monday to Friday
Instructional-Empowerment
West Palm Beach, FL
4 days ago
Customer Relationship Specialist
...Instructional Empowerment in West Palm Beach, FL seeks a Customer Relationship Specialist (CRS) for a full-time hybrid position. The role blends educational consulting, strategic relationship building, and sales to help schools adopt IE solutions, including MEC products...
Suggested
Full time
Instructional Empowerment
West Palm Beach, FL
4 days ago
Client Service Support Rep
Position Type: Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in...
Suggested
Local area
Charles Schwab
North Palm Beach, FL
5 days ago
Private Client Relationship Manager II - West Palm Beach, FL
...Description:This role is a high-touch point of client contact accountable to serve the unique... ...net worth segment. The Private Client Relationship Manager II will serve as the central... ...experienceLeverages and coordinates specialists (Taxes, Trust and Estate) to provide...
Suggested
Full time
Local area
Work from home
Flexible hours
TD Bank
West Palm Beach, FL
4 days ago
JPMorgan Private Client Relationship Manager, Vice President - Boca and Jupiter, FL
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...
Suggested
Temporary work
Work at office
Local area
Immediate start
JP Morgan Chase
Palm Beach, FL
1 day ago
Client Services Trip Support Specialist
...Trip Support Specialist Alerion is looking for a Trip Support Specialist to join our... ...This role is responsible for anticipating client needs, coordinating complex travel... ...Demonstrated ability to forge effective relationships with internal and external stakeholders...
Part time
Work at office
Immediate start
Remote work
Shift work
Night shift
Alerion Aviation
West Palm Beach, FL
5 days ago
Client Specialist
...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one... ...presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well...
Work experience placement
Work at office
Flexible hours
Baird
West Palm Beach, FL
3 days ago
Banking Relationship Specialist
...Banking Relationship Specialist Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne...
Local area
Flexible hours
ConnectOne Bank
West Palm Beach, FL
1 day ago
Customer Service Officers
...like to meet you. Your job duties would include but not be limited to the following: Working closely with senior relationship manager on all client requests of an administrative or operational nature. Client contact would be necessary based on the relationship...
Permanent employment
Temporary work
Work at office
Flexible hours
Corient Capital Partners
Palm Beach, FL
2 days ago
Edward Jones Generations Client Concierge Specialist
...Client Concierge Specialist The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients. This role... ...You Will Do: Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm...
Temporary work
Work experience placement
Work at office
Home office
Flexible hours
Edward Jones
West Palm Beach, FL
1 day ago
Travel & Hospitality - Client Relationship Manager
Job Summary This hybrid day shift Client Relationship Manager role focuses on building enduring client partnerships while ensuring the flawless delivery of complex project management initiatives. The role oversees client portfolios in cruise crew management contexts translating...
Remote work
Day shift
Cognizant
North Palm Beach, FL
2 days ago
Marketing Client Success Specialist
An established industry player is seeking a Client Success Coordinator to facilitate seamless communication between clients and internal... ...skills to manage multiple tasks and maintain positive client relationships. Join a forward-thinking company where your contributions will...
Argon Agency
West Palm Beach, FL
2 days ago
Client Services & Onboarding Specialist
...financial services company in West Palm Beach, Florida, is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors. This role involves building strong relationships with clients and assisting with their everyday needs, including...
PowerToFly
West Palm Beach, FL
4 days ago
Customer Retention Specialist
...The Customer Retention Specialist is responsible for driving the Trade Up program and customer retention initiatives for GMC and will... ...loyalty and ensuring long‑term success by cultivating positive relationships with customers and facilitating the vehicle upgrade journey....
Local area
Schumacher Automotive Group
West Palm Beach, FL
8 hours ago
Customer Specialist
$17.2 - $25.8 per hour
...Customer Specialist As a Customer Specialist, you will play a key role in delivering an iconic, customer-first experience that sets... ...representing CarMax and its products. Ability to build lasting relationships and create win-win solutions for customers. Demonstrated integrity...
Hourly pay
Full time
Work at office
CarMax
West Palm Beach, FL
2 days ago
Bilingual Customer Service Specialist (Spanish)
Customer Service Specialists work closely with wholesale and retail customers to determine... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...and services Build productive trust relationships with wholesale and retail customers...
Contract work
For contractors
Work experience placement
Local area
Afternoon shift
Sherwin-Williams
West Palm Beach, FL
8 hours ago
Customer Service Representative
...touch. Located in the heart of West Palm Beach, Florida, we pride ourselves on our commitment to our community and the relationships we build with our clients. As a member of our team, you will be an integral part of our mission to support and protect our clients through...
Work at office
Afternoon shift
The Juris Agency
West Palm Beach, FL
3 days ago
Customer Service Specialist
...and services in the Bank's call center. The Customer Service Specialist I is often the primary interaction a customer may have with the... ...our competitors. Ability to build and retain customer relationships against competition. Accepts ownership of the customer request...
Bank staff
Work at office
Remote work
Flexible hours
WesBanco Bank Inc.
West Palm Beach, FL
2 days ago
Customer Service Representative
$15.5 per hour
...such as a keyboard. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success...
Hourly pay
Full time
Temporary work
Casual work
Work at office
Local area
TMX Finance Family of Companies
West Palm Beach, FL
5 days ago
Customer Service Associate I
...frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting Excellent customer service and relationship management skills are required Strong organizational and communication skills are required Strong problem-solving and decision-...
Contract work
Part time
Local area
Dollar Tree
West Palm Beach, FL
4 days ago
Customer Service Associate
$15.5 - $19.25 per hour
...charitable giving, and events, we're able to extend care beyond the workplace, building stronger neighborhoods and long-lasting relationships. We have benefits that fuel well-being, including:* ~ Employee Stock Ownership Plan (ESOP) ~ Tuition Reimbursement ~401(k...
Hourly pay
Part time
Local area
Flexible hours
Shift work
Wawa
West Palm Beach, FL
5 days ago
Customer Service Representative
...exceptional service and customized insurance solutions to their clients. We are seeking a detail-oriented Customer Service... ...collaborative team environment. Access to industry-leading carrier relationships and technology. Make a meaningful impact by helping...
Work at office
Brightway Insurance
Riviera Beach, FL
4 days ago
Customer Service Agent
$20 - $21 per hour
...Support/Operations function. Provide information about Jet Aviation's services, identifying opportunities to enhance customer relationships. Recommend and implement programs to support customer needs. Assist crew members with arrangements for hotels, ground...
Hourly pay
Full time
Temporary work
Worldwide
Flexible hours
Shift work
Afternoon shift
Jet Aviation
West Palm Beach, FL
3 days ago
Customer Service Representative
...Representative, you will use your love for business, people, and the community coupled with your passion for customer service to build relationships. You will serve as a vital contributor to our Store Operations team and demonstrate your motivation by seizing learning and...
Full time
Temporary work
Casual work
Work at office
Local area
Community Choice Financial
West Palm Beach, FL
2 days ago
Associate Client Support Rep.
...tier human support together, we connect clients with customized solutions across a... ...environment where technology, data, and relationships intersect? At Acrisure, we're redefining... ...with Acrisure service teams and marketing specialists to deliver comprehensive proposals and...
Immediate start
Flexible hours
Acrisure LLC
West Palm Beach, FL
3 days ago
Customer Service Representative
...which involves sharing shipment details between companies and departments, addressing and resolving any issues, and building strong relationships with all customer contacts. Responsibilities Build and nurture strong connections with all customer contacts....
Full time
Work at office
Helix Logistics
West Palm Beach, FL
4 days ago
Customer Service Representative
$18 - $20 per hour
...motivated Customer Service Representatives to join our premier clients in Boca Raton, Delray Beach, and Downtown West Palm Beach!... ...resolve concerns and route calls to the perfect resource. Build Relationships: Provide meaningful follow-up calls to ensure every customer...
Hourly pay
Temporary work
Immediate start
Monday to Friday
Shift work
PrideStaff
West Palm Beach, FL
1 day ago
Receptionist/Switchboard Operator
...customer service in all circumstances, and to handle challenging client issues with the diplomacy needed to ensure that they remain... ...loyal customers. You will also develop and maintain good working relationships with colleagues in every other department of our dealership....
Full time
Local area
Mercedes-Benz of Palm Beach
West Palm Beach, FL
1 day ago
Client Relationship Manager / Financial Planner
...on personalized service and current, in-depth financial expertise to address each client’s unique needs and circumstances. Role Description This is a full-time, on-site Client Relationship Manager/Financial Planner role based in Boynton Beach, FL. Within a team...
Full time
Castle Wealth Management
West Palm Beach, FL
1 day ago
Field Operations Support Assistant (part-time)
...Receptionist Greets family members and friends Communicates client family’s needs promptly and accurately to the appropriate... ...internet and in person Maintains professional and cooperative relationships with county clerk, medical examiner and physicians MINIMUM...
Part time
SCI Shared Resources LLC
West Palm Beach, FL
4 days ago

Do you want to receive more vacancies?

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