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Client Assistant Jobs in Florida (NOW HIRING)

Baird

Client Specialist

Merritt Island, FL · On-site

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

BRPH

Assistant Project Manager

Melbourne, FL

Manage minutes from meetings (internal & client) * Assist in updating project schedules * Assist in conducting quality control activities throughout the project * Provide technical information to ...

BiFulco Medical Group

Medical Assistant

Tampa, FL · On-site

$16.75 - $21.50/hr

Supports other Case Managers and the Client Assist Team * Must be willing to travel Additional Information All your information will be kept confidential according to EEO guidelines.

Addus HomeCare

Certified Nurse Aide

Jacksonville, FL

Plan and prepare meals according to specific dietary requirements of the client, and if necessary, feeding the client. * Assist the client with therapy exercises under the direction of a Registered ...

Cna

Sr Client Services Manager

Lake Mary, FL

At CNA, we strive to create a culture in which people know they matter and are part of something ... Leads development, delivery and evaluation of client service goals. Customizes measurement tools ...

BiFulco Medical Group

Medical Assistant

Tampa, FL

$16.75 - $21.50/hr

Supports other Case Managers and the Client Assist Team * Must be willing to travel Additional Information All your information will be kept confidential according to EEO guidelines.

Addus HomeCare

Certified Nurse Aide

Jacksonville, FL

Plan and prepare meals according to specific dietary requirements of the client, and if necessary, feeding the client. * Assist the client with therapy exercises under the direction of a Registered ...

CNA

Sr Client Services Manager

Lake Mary, FL · On-site

At CNA, we strive to create a culture in which people know they matter and are part of something ... Leads development, delivery and evaluation of client service goals. Customizes measurement tools ...

Addus HomeCare

Certified Nurse Aide

Jacksonville, FL · On-site

Plan and prepare meals according to specific dietary requirements of the client, and if necessary, feeding the client. * Assist the client with therapy exercises under the direction of a Registered ...

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Client Assistant information

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What is the highest paying customer service job?

The highest paying customer service roles are often in management or specialized fields such as customer success managers, technical support managers, or roles in industries like finance, technology, and healthcare. These positions typically require advanced skills, experience, and sometimes certifications, and can offer salaries exceeding $70,000 annually depending on the industry and location.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

Is a CSA job stressful?

A Client Assistant (CSA) job can be stressful due to handling customer inquiries, managing multiple tasks, and meeting deadlines. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

What is a client service assistant?

A client service assistant is a professional who supports client interactions by handling inquiries, scheduling appointments, and providing information about products or services. They often work in customer service environments, using communication skills and basic computer tools to ensure client satisfaction and smooth operations.

What jobs pay 4000 a week without a degree?

For a Client Assistant, earning $4,000 a week typically requires extensive experience, high-level client management skills, or working in high-paying industries like finance or consulting. Such income levels are uncommon without specialized skills, certifications, or a strong professional network, and most roles at this pay rate demand significant responsibility and expertise.
What are the most commonly searched types of Client jobs in Florida? The most popular types of Client jobs in Florida are:
What cities in Florida are hiring for Client Assistant jobs? Cities in Florida with the most Client Assistant job openings:
Client Assistant jobs near you

Client Specialist

Robert W Baird & Co

Merritt Island, FL • On-site

Full-time

Posted 13 days ago

Job description

About the Role:

As aClientSpecialistat Baird,you'llplay a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.You'llbe at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists!

The ImpactYou'llMake:

  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan ongoing communication/client service plan.

  • Gain knowledge of andleveragepartnershipwith Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answersall incoming phone calls and handles asappropriate.Manages client needs where possible andadvisesFinancial Advisor of action taken.

  • May schedule client appointments and/or conferenceroom forappointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies.

  • May manage FA and Team's social media presence (website, LinkedIn,X, etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well asleveragethe platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client eventsatthe direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactionsrequiredto fully service clientaccountsi.e.paperwork, correspondence, client requestfulfillmentand special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options,annuitiesand other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and thebranchwhen necessary, as well as perform other duties and specialprojectsas necessary.

  • Proactively review investment opportunitieson a daily basis& notifyFinancial Advisor(s) totake actionon those opportunities with the goal of driving the Financial Advisors' business.Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

WhatYou'llBring to Baird:

  • 2+years of prior industry and/or administrative work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within18 monthsof hire. Training and resources to be provided and paid for by Baird. If not fully licensed,titlewill be Client Assistant.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.

  • Detail oriented with an emphasis on accuracy.

  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goalsin a timely manner.

  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.

  • Good analytical and critical problem-solving skills.

  • Bachelor's degree preferred, notrequired.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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