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Client Assistant Jobs in Covington, KY (NOW HIRING)

Baird

Client Assistant

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 ...

Robert W Baird & Co

Client Assistant

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 ...

Baird

Client Specialist

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 ...

Innovative Cleaning Services

General Labor

Cincinnati, OH · On-site

$15.25 - $19.25/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 ...

Innovative Cleaning Services

General Labor

Cincinnati, OH · On-site

$11 - $15/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 ...

Innovative Cleaning Services

General Labor

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 ...

Innovative Cleaning Services

General Labor

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 ...

dunnhumby

Senior Media Planner

Cincinnati, OH · Remote

Regularly capture benefits and data to enable measurement of the ROI and value we are creating with each client. * Assist in supporting the dunnhumby overall head of the client to maximize the ...

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Client Assistant information

See Covington, KY salary details

$17.1K

$35K

$42.6K

How much do client assistant jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client assistant in Covington, KY is $35,050.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,966.00 and $40,768.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a client assistant?

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.

What are the most commonly searched types of Client jobs in Covington, KY?

The most popular types of Client jobs in Covington, KY are:

What cities near Covington, KY are hiring for Client Assistant jobs?

Cities near Covington, KY with the most Client Assistant job openings:

Client Assistant jobs near you

Client Assistant

Robert W Baird & Co

Fort Wright, KY

Full-time

Posted 14 days ago

Job description

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.

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