Client Assistant
Fort Wright, KY · On-site
Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client Specialists! The ImpactYou'llMake: * Responsible for client onboarding coordination, which includes ...
Fort Wright, KY · On-site
Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client Specialists! The ImpactYou'llMake: * Responsible for client onboarding coordination, which includes ...
Fort Wright, KY · On-site
Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client Specialists! The ImpactYou'llMake: * Responsible for client onboarding coordination, which includes ...
Fort Wright, KY · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Fort Wright, KY · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Fort Wright, KY · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Fort Wright, KY · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
We are seeking a highly organized, client-focused Financial Services Client Assistant to join our team in Louisville. This is an excellent opportunity for an experienced insurance or financial ...
We are seeking a highly organized, client-focused Financial Services Client Assistant to join our team in Louisville. This is an excellent opportunity for an experienced insurance or financial ...
Fort Wright, KY · On-site
$55 - $75/hr
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 ...
Fort Wright, KY · On-site
$55 - $75/hr
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 ...
Fort Wright, KY · 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 ...
Fort Wright, KY · 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 ...
Lexington, KY · 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 ...
Lexington, KY · 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 ...
Lexington, KY · 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 ...
New
Lexington, KY · 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 ...
New
Lexington, KY · 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 ...
Lexington, KY · 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 ...
Coordinate newhire orientation and training schedules with management and the client. * Assist new hires throughout the onboarding process and follow up on incomplete documentation or onboarding ...
New
Quick apply
Coordinate newhire orientation and training schedules with management and the client. * Assist new hires throughout the onboarding process and follow up on incomplete documentation or onboarding ...
New
Be Seen First
Louisville, KY · On-site
$23/hr
Coordinate new-hire orientation and training schedules with management and the client. * Assist new hires throughout the onboarding process and follow up on incomplete documentation or onboarding ...
New
Quick apply
Be Seen First
Louisville, KY · On-site
$23/hr
Coordinate new-hire orientation and training schedules with management and the client. * Assist new hires throughout the onboarding process and follow up on incomplete documentation or onboarding ...
New
... * Assist client with prior recordkeeper notification and obtaining a liquidation date. * Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to ...
... * Assist client with prior recordkeeper notification and obtaining a liquidation date. * Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to ...
... * Assist client with prior recordkeeper notification and obtaining a liquidation date. * Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to ...
... * Assist client with prior recordkeeper notification and obtaining a liquidation date. * Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to ...
Erlanger, KY · On-site
$15.75 - $19.75/hr
Conduct inspections once a project is complete and walk through the premises of the construction site to ensure everything meets the desired specifications before showing it to the client * Assist ...
Erlanger, KY · On-site
$15.75 - $19.75/hr
Conduct inspections once a project is complete and walk through the premises of the construction site to ensure everything meets the desired specifications before showing it to the client * Assist ...
Erlanger, KY · On-site
$15 - $18/hr
Conduct inspections once a project is complete and walk through the premises of the construction site to ensure everything meets the desired specifications before showing it to the client * Assist ...
Quick apply
Erlanger, KY · On-site
$15 - $18/hr
Conduct inspections once a project is complete and walk through the premises of the construction site to ensure everything meets the desired specifications before showing it to the client * Assist ...
Lexington, KY · On-site
$18 - $20/hr
Access, coordinate and monitor services to assist the client in becoming stable in the community and reaching the highest level of potential with alcoholism or substance abuse. Skill Sets:
Lexington, KY · On-site
$18 - $20/hr
Access, coordinate and monitor services to assist the client in becoming stable in the community and reaching the highest level of potential with alcoholism or substance abuse. Skill Sets:
Elizabethtown, KY · On-site
$18 - $20/hr
Access, coordinate and monitor services to assist the client in becoming stable in the community and reaching the highest level of potential with alcoholism or substance abuse. Skill Sets:
Elizabethtown, KY · On-site
$18 - $20/hr
Access, coordinate and monitor services to assist the client in becoming stable in the community and reaching the highest level of potential with alcoholism or substance abuse. Skill Sets:
$58 - $73/hr
In addition to Client Relations, assist Business Development, Consulting Services and other Plus teams in analyzing client data for recommendations, trends, benchmarking, etc. * Assist in the ...
$58 - $73/hr
In addition to Client Relations, assist Business Development, Consulting Services and other Plus teams in analyzing client data for recommendations, trends, benchmarking, etc. * Assist in the ...
$60 - $90/hr
Data Synthesis: Assist in preparing client-ready reports, ensuring every chart and figure is 100% accurate before it reaches the client. * Input Development : Assist CSMs in gathering inputs for ...
New
$60 - $90/hr
Data Synthesis: Assist in preparing client-ready reports, ensuring every chart and figure is 100% accurate before it reaches the client. * Input Development : Assist CSMs in gathering inputs for ...
New
$120 - $180/hr
Client Executive - Private Client Services (Remote) Oregon, USA • Washington, USA • California ... Serve as technical expert, assist department members to resolve complex issues; * Handle collection ...
$120 - $180/hr
Client Executive - Private Client Services (Remote) Oregon, USA • Washington, USA • California ... Serve as technical expert, assist department members to resolve complex issues; * Handle collection ...
$17.3K - $19.6K
3% of jobs
$19.6K - $21.9K
3% of jobs
$21.9K - $24.3K
3% of jobs
$24.3K - $26.6K
0% of jobs
$26.6K - $28.9K
0% of jobs
$28.9K - $31.3K
5% of jobs
$32.1K is the 25th percentile. Wages below this are outliers.
$31.3K - $33.6K
27% of jobs
The median wage is $34.8K / yr.
$33.6K - $35.9K
15% of jobs
$35.9K - $38.3K
15% of jobs
$39K is the 75th percentile. Wages above this are outliers.
$38.3K - $40.6K
11% of jobs
$40.6K - $42.9K
18% of jobs
$17.3K
$35.3K
$42.9K
The most popular types of Client jobs in Kentucky are:
Cities in Kentucky with the most Client Assistant job openings:

Full-time
Posted 15 days ago
About the Role:
As aClient Assistantat 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 ofour 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 to Baird, andestablishingan ongoing communication/client service plan.
Gain knowledge of andleveragepartnershipwith Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles asappropriate.
May schedule client appointments and/or conferenceroom forappointments.
Understand and ensure business adherence with firm and financial industry regulatory policies.
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.
May manage FA and Team's social media presence (website,LinkedIn,X, etc.).
Initiates and completes all transactionsrequiredto fully service clientaccounts i.e., paperwork, correspondence, client requestfulfillmentand special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and specialprojectsas necessary.
Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on 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 relevant work experience.
Focus on excellent client service.
Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within18 monthsof hire. Training and resources to be provided and paid for by Baird.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
Detail oriented with an emphasis on accuracy.
Organized with consistent ability to prioritize workflow of team to achieve specific goalsin a timely manner.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred; notrequired
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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.