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Client Services Assistant Jobs in Georgetown, KY

Baird

Client Specialist

Lexington, KY · On-site

... service and operational support to one or more Financial Advisors. You'll be at the heart of the ... Check out this video to learn more about the day in the life of our Client Assistants and Client ...

Robert W Baird & Co

Client Specialist

Lexington, KY · On-site

... service and operational support to one or more Financial Advisors. You'll be at the heart of the ... Check out this video to learn more about the day in the life of our Client Assistants and Client ...

Robert W Baird & Co

Client Specialist

Lexington, KY · On-site

As a Client Specialistat Baird, you'll play a pivotal role in delivering outstanding client service ... Check out this video to learn more about the day in the life of our Client Assistants and Client ...

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FBT Gibbons LLP

Client Intake Manager

Lexington, KY · On-site

Our teams collaborate across departments and geographies to deliver excellent service to our ... Work closely with the firm's Assistant General Counsel - Conflicts and Conflicts Attorneys to ...

Talis Group, Inc.

Legal Assistant

Lexington, KY · On-site

$60K - $69K/yr

Talis Group's company client, a Lexington, KY law firm is hiring a Legal Assistant to support their ... Strong organizational, analytical, communication, and client service skills. * Advanced proficiency ...

TERRACON

Project Assistant

Lexington, KY · On-site

Terracon's growth is due to our talented employee-owners exceeding expectations in client service ... A valid driver's license with acceptable violation history may be required. * Assist project ...

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How much do client services assistant jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client services assistant in Georgetown, KY is $18.08, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.62 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

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

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

What job categories do people searching Client Services Assistant jobs in Georgetown, KY look for?

The top searched job categories for Client Services Assistant jobs in Georgetown, KY are:

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

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

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Georgetown, KY as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $37,610 per year, or $18.1 per hour.

Client Specialist

Baird

Lexington, KY • On-site

Full-time

Posted 4 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

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'll be 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 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 managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
  • May schedule client appointments and/or conference room for appointments
  • 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 as leverage the 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 events at the 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 transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and 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 special projects as necessary
  • Proactively review investment opportunities on a daily basis & 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

What You'll Bring 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 within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
  • 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 goals in 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, not required

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