client specialist

Baird

<p></p><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p>
<p></p>
<ul><li>Wausau, WI</li>
<li>Private Wealth Management</li>
<li>R2026665</li>
<li>On-Site</li>
</ul><div>Apply Now
</div><div><div><div><div><p><b>About the Role:</b></p>
<p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.</p><br>
<p></p>
<p><b>The Impact You&rsquo;ll Make:</b></p>
<ul><li><p>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.</p>
</li></ul><ul><li><p>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.</p>
</li></ul><ul><li><p>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.</p>
</li></ul><ul><li><p>May schedule client appointments and/or conference room for appointments.</p>
</li></ul><ul><li><p>Assemble/generate materials including paperwork and reports for client meetings.</p>
</li></ul><ul><li><p>Understand and ensure business adherence with firm and financial industry regulatory policies.</p>
</li></ul><ul><li><p>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).</p>
</li></ul><ul><li><p>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.</p>
</li></ul><ul><li><p>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.</p>
</li></ul><ul><li><p>Seek ways to enhance FA(s) business effectiveness and marketability.</p>
</li></ul><ul><li><p>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.</p>
</li></ul><ul><li><p>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.</p>
</li></ul><ul><li><p>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.</p>
</li></ul><ul><li><p>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.</p>
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b></p>
<ul><li><p>2+ years of prior industry and/or administrative work experience.</p>
</li></ul><ul><li><p>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.</p>
</li></ul><ul><li><p>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.</p>
</li></ul><ul><li><p>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.</p>
</li></ul><ul><li><p>Detail oriented with an emphasis on accuracy.</p>
</li></ul><ul><li><p>Strong organizational skills - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.</p>
</li></ul><ul><li><p>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.</p>
</li></ul><ul><li><p>Good analytical and critical problem-solving skills.</p>
</li></ul><ul><li><p>Bachelor&rsquo;s degree preferred, not required.</p>
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>Related Jobs</b></h2>
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</ul></div></div></div></div><div><h2 class="jobSectionHeader"><b>More About Our Firm</b></h2>
<div></div><div><div><div><div><h3 class="jobSectionHeader"><b>The Baird Way</b></h3>
<p>What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Our Multicultural Community Conference</b></h3>
<p>This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Honored to be a Best Place to Work</b></h3>
<p>More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.</p></div></div></div></div></div></div></div></div></div><div></div>

Client Specialist

Coldwell Banker Crown Realtors

<p><b>About the Role</b></p><p>We are launching a growing accounting and bookkeeping agency designed to serve small business owners with dependable, accurate, and timely financial support. We are seeking a detail-oriented, self-driven <b>Client Accounting Specialist</b> to become one of the first key hires on our team.</p><p>This role will support multiple small business clients by managing core bookkeeping and accounting functions, including accounts payable, accounts receivable, payroll support, bank and credit card reconciliations, journal entries, and monthly financial reporting.</p><p>The ideal candidate is organized, trustworthy, comfortable learning new systems, and able to work independently while also communicating clearly with business owners, internal leadership, and outside accounting or tax professionals.</p><p><b>Key ResponsibilitiesBookkeeping &amp; Financial Records</b></p><ul><li>Maintain accurate and up-to-date financial records for multiple client accounts.</li><li>Record and categorize daily transactions, including income, expenses, transfers, deposits, and payments.</li><li>Prepare and post journal entries as needed.</li><li>Maintain organized digital records, supporting documentation, and accounting files.</li></ul><p><b>Accounts Payable</b></p><ul><li>Enter, code, and process vendor bills.</li><li>Help manage approval workflows and payment schedules.</li><li>Reconcile vendor statements and follow up on discrepancies.</li><li>Maintain accurate vendor records and documentation.</li></ul><p><b>Accounts Receivable</b></p><ul><li>Prepare and send customer invoices.</li><li>Record customer payments and deposits.</li><li>Monitor outstanding receivables and assist with follow-up on past-due accounts.</li><li>Reconcile customer accounts and resolve payment discrepancies.</li></ul><p><b>Payroll Support</b></p><ul><li>Process or assist with payroll for multiple client accounts.</li><li>Ensure payroll data is accurate, including hours, wages, deductions, reimbursements, and employee changes.</li><li>Submit or coordinate required payroll documentation and reports.</li><li>Work with payroll platforms and outside providers as needed.</li></ul><p><b>Reconciliations &amp; Month-End Close</b></p><ul><li>Reconcile bank accounts, credit cards, loan accounts, and other balance sheet accounts.</li><li>Review transaction activity for accuracy and proper classification.</li><li>Identify and resolve discrepancies in a timely manner.</li><li>Assist with monthly close processes and preparation of client reporting packages.</li><li>Month-end close commonly includes reviewing transactions, reconciling accounts, preparing entries, and producing financial statements or reports.</li></ul><p><b>Financial Reporting</b></p><ul><li>Prepare basic financial reports, including profit and loss statements, balance sheets, cash flow summaries, and other client-specific reports.</li><li>Run and review accounting system reports to ensure financial data is complete and accurate.</li><li>Help clients and internal leadership understand financial information in a clear, practical way.</li></ul><p><b>Client &amp; Team Communication</b></p><ul><li>Communicate professionally with clients regarding missing information, transaction questions, payroll needs, invoices, and reporting.</li><li>Coordinate with client tax preparers, CPAs, payroll providers, banks, and software vendors when needed.</li><li>Help build repeatable systems, checklists, and workflows as the agency grows.</li></ul><p><b>Qualifications</b></p><ul><li>Associate degree in Accounting, Bookkeeping, Business, Finance, or a related field preferred.</li><li>Equivalent hands-on bookkeeping or accounting experience will be considered.</li><li>Prior experience with accounts payable, accounts receivable, payroll, reconciliations, and financial reporting required.</li><li>Experience supporting multiple companies, departments, entities, or clients is strongly preferred.</li><li>Comfortable learning and working in multiple accounting platforms.</li><li>QuickBooks Online experience strongly preferred.</li><li>Experience with payroll systems, bill pay platforms, spreadsheets, and cloud-based document systems preferred.</li></ul><p><b>Skills &amp; Strengths</b></p><ul><li>Excellent attention to detail.</li><li>Strong organizational and time management skills.</li><li>Ability to manage multiple client accounts and deadlines.</li><li>Strong analytical and problem-solving ability.</li><li>Comfortable working independently with limited supervision.</li><li>Clear written and verbal communication skills.</li><li>High level of confidentiality and professionalism.</li><li>Flexible, adaptable, and willing to help build systems as the company grows.</li><li>Able to identify errors, ask good questions, and resolve issues proactively.</li></ul><p><b>Ideal Candidate</b></p><p>The right person for this role enjoys bringing order to financial information. They are not just entering numbers; they understand that accurate bookkeeping helps small business owners make better decisions.</p><p>They are comfortable working in a growing business where processes may still be developing. They can follow systems, but they can also help improve them. They are dependable, curious, and take pride in doing the details correctly.</p><p><b>Compensation &amp; Schedule</b></p><ul><li>Part-time position (option to grow to full time).</li><li>Compensation based on experience.</li><li>Potential for growth as the agency expands.</li><li>Hybrid or remote flexibility may be considered depending on experience, systems, and client needs.</li></ul><p>Pay: $22.00 - $25.00 per hour</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Paid sick time</li><li>Paid time off</li><li>Professional development assistance</li></ul><p>Work Location: Hybrid remote in Alexandria, MN 56308</p>

Client Accounting Specialist

ibex. Pakistan

<div>
 ibex. Pakistan has a recent job vacancy for a Client/Customer Support Specialist in Islamabad or Rawalpindi. The candidate will be a key member of the customer service team, and will be tasked with assisting clients/customers by actively listening to their concerns, answering their questions, and resolving their issues related to the company&rsquo;s products or services.
 <br/>
 <br/>
 The ideal candidate should have good excellent English and communication skills, be professional, empathetic and discrete while handling sensitive information. They should also have the ability to manage multiple priorities with a calm and results-focused approach and be passionate about working in a dynamic customer support environment. This role is perfect for students or those looking for fresh graduate jobs in Islamabad!
 <br/>
 <br/>
 <strong>
  Disclaimer:
 </strong>
 This is not a sales-based job.
 <br/>
 <br/>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The role is a full-time, on-site job in ibex. office in Islamabad
  </li>
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   Willingness to support schedule changes during Ramadan or regional holidays as per the requirements of operational needs (with fair scheduling practices)
  </li>
  <li>
   Perks &amp; Benefits: 24/7 transport system, medical and health insurance, bonuses, incentives, etc
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Career Growth Opportunities at ibex. Pakistan
  <br/>
  <br/>
 </strong>
 This role offers career growth pathways, depending on performance and interest, including:
 <br/>
 <br/>
 <ul>
  <li>
   Customer Service Representative Supervisors/ Team Lead
  </li>
  <li>
   Office Administrator / Operations Coordinator
  </li>
  <li>
   Training Specialists
  </li>
  <li>
   Cross-campaign growth for more exposure
  </li>
  <li>
   Cross-departmental growth for specific interests like marketing, IT, HR, etc
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities
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  <br/>
 </strong>
 <ul>
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   Professionally manage a high volume of incoming calls or chats and cater to their complaints, requests, order status, follow-ups, and general inquiries promptly
  </li>
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   Provide accurate information on products/services, pricing, availability, delivery timelines, warranties, return policies, and general support procedures
  </li>
  <li>
   Providing alternatives to products/items, which are not available on the ecommerce website
  </li>
  <li>
   Accurately identify customer needs, troubleshoot issues, and provide clear and correct solutions. Ensure that all resolutions are provided in strict accordance with ibex. Pakistan&rsquo;s standard processes and procedures
  </li>
  <li>
   Deliver exceptional customer service to every customer with empathy, patience and in a composed manner
  </li>
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   Follow up with clients/customers to ensure their issues are resolved and they are satisfied with the service provided
  </li>
  <li>
   Use and record data on multiple software applications (Customer Relationship Management (CRM) software, order management systems (OMS) and knowledge base systems (KBS)), while actively listening and speaking with the customer simultaneously on call
  </li>
  <li>
   Strive to meet and exceed individual and team performance metrics, including Net Promoter Score (NPS), Customer Satisfaction (CSAT), First Call Resolution (FCR) and Average Handling Time (AHT)
  </li>
  <li>
   Collect customer feedback and share insights with supervisors to improve service quality and solve any recurring issues
  </li>
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   Work closely with other members of the client support team and other departments, to ensure a smooth and efficient support experience is provided to the clients
  </li>
  <li>
   Participate in training sessions and team meetings to stay updated on the company&rsquo;s products, services, and support processes
  </li>
  <li>
   Proven experience in any customer service, administrative support, call centers, retail or e-commerce support, or a similar customer-facing role is required
  </li>
  <li>
   Excellent written and verbal communication skills in English is also a must
  </li>
  <li>
   Candidate should be minimum Matric or O Levels pass. Bachelor&rsquo;s degree or diploma would be a plus
  </li>
  <li>
   Candidate should be 18 years or older (You will be required to show your CNIC during the interview)
  </li>
  <li>
   Basic knowledge of common office tools like Microsoft Office/Google Workspace, particularly in MS Excel and MS Word
  </li>
  <li>
   Experience using CRM systems is a bonus
  </li>
 </ul>
</div>


Client Support Specialist

Tweety Four 7

<p><b>Key Responsibilities</b></p><p>&middot; Support daily communication with clients professionally</p><p>&middot; Understand client requirements and coordinate with internal teams</p><p>&middot; Assist with client onboarding and training sessions</p><p>&middot; Track client feedback, satisfaction, and engagement metrics</p><p>&middot; Maintain accurate records in CRM systems</p><p>&middot; Coordinate with departments to resolve client concerns</p><p><b>Requirements</b></p><p>&middot; Bachelor&rsquo;s degree in Business, Marketing, Communications, or a related field</p><p>&middot; Fresh graduates and candidates with up to 1 year of experience are encouraged to apply</p><p>&middot; Excellent verbal and written English communication skills</p><p>&middot; Basic knowledge of CRM tools such as Salesforce or HubSpot is a plus</p><p>&middot; Positive attitude, willingness to learn, and strong interpersonal skills</p><p>&middot; Female candidates are encouraged to apply</p><p><b>Benefits &amp; Perks</b></p><p>&middot; Competitive salary package</p><p>&middot; Structured career growth opportunities</p><p>&middot; Supportive work environment</p><p>&middot; Exposure to international projects and industry practices</p><p><b>Shift Timings</b></p><p>&middot; US Shift: 6:00 PM &ndash; 3:00 AM</p><p><b>Transportation/Daily pick and drop will be provided to the females by the company end.</b></p><p>Pay: Rs100,000.00 - Rs150,000.00 per month</p><p>Application Question(s):</p><ul><li>The timings for this position are a permanent night shift (US Shift) from 6:00 PM to 3:00 AM. Are you completely comfortable and available to work these exact hours daily?</li><li>How many years of professional experience do you have in Customer Support, Client Coordination, or Account Management?</li><li>What is your level of familiarity with CRM platforms like HubSpot or Salesforce?</li><li>What is your current salary?</li><li>What is your expected salary?</li><li>Your notice period?</li></ul><p>Experience:</p><ul><li>Customer Success: 1 year (Preferred)</li></ul><p>Language:</p><ul><li>English (Preferred)</li></ul><p>Location:</p><ul><li>Rawalpindi (Preferred)</li></ul><p>Work Location: In person</p>

Client Success Specialist

<div>Overview:
<p>
THIS POSITION IS LOCATED IN KENTLAND, INDIANA.</p><p>
Knowledge Services has an opportunity for individuals drawn to the social service industry with the FSSA/Division of Family Resources (DFR) as an Eligibility Specialist. This position is responsible for assisting in the processing of applications from Indiana residents who are requesting public assistance. The DFR is responsible for determining eligibility for individuals applying and/or receiving public assistance. Programs include TANF (cash assistance), SNAP, and Medicaid. The Eligibility Specialist staff are responsible for assisting in the processing of new applications and documents for ongoing public assistance.</p><div><b>
Knowledge Services,</b> established in 1994 and headquartered in Indianapolis IN, is a certified woman-owned (WBE) professional services organization with over 1500 employees located in offices throughout North America. Founded by Julie Bielawski, CEO, Guidesoft, Inc. DBA Knowledge Services is an industry leader in Managed Service Programs (MSP), Employer of Record / Payrolling Services, National Recruitment, and Staffing Services. We provide outstanding services to major organizations in various industries, including; IT, Healthcare, Entertainment, Media, Federal and State Governments, Public Utilities, Telecom, Manufacturing and more.</div><br>
<div></div>
Responsibilities:
<ul><li>Eligibility Specialists gather data for all relevant assistance programs either face-to-face or via phone with clients</li><li>
Verify all information is gathered accurately and meets state policies</li><li>
Obtain release forms and medical records as needed</li><li>
Verify income, assets, and other financial / legal documents</li><li>
Review regulations and program requirements with clients</li><li>
Utilize automated program to determine eligibility of state assistance programs</li><li>
Data entry into state database</li><li>
Respond to all inquiries in a timely manner via phone or email</li></ul>
Qualifications:
<ul><li>Highly organized and analytical team player</li><li>
Previous Case Manager experience is a plus</li><li>
Strong written and verbal skills</li><li>
Solid computer skills, Microsoft Office proficiency</li><li>
Basic math skills</li><li>
Case management skills</li><li>
Independent worker who is a self-starter that is reliable and dependable</li><li>
Strong customer service background with a professional demeanor</li><li>
Prefer a Bachelor or Associate degree in Counseling or Social Services, but High School Diploma or GED required</li><li>
2 years&rsquo; experience in a social service environment, state or local government is desired pertaining to employment / training programs</li><li>
Previous experience as a Case Manager, Eligibility Specialist, Eligibility Associate, Office Manager, Call Center Customer Service Specialist, or Client Specialist encouraged to apply</li></ul><p>
The Eligibility Specialist position is an opportunity where you can make an immediate impact on your community, plus the potential for promotion. You will be provided an extensive training program to give you the skills to be successful in this role. The wage is $16.50/hr. This role offers paid time off, benefits, and a 37.5 hour work week of Monday-Friday 8:00AM-4:30PM.</p><p><br>
</p><p>If you are looking for a position that could be the start of your career, apply now for immediate consideration.</p><p></p><div><b><br>
Physical Requirements:</b></div><ul><li><i>
Job frequently requires sitting, handling objects with hands.</i></li><li><i>
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 25 pounds.</i></li><li><i>
Knowledge Services is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the application or hiring process, please contact </i><i>TalentHR@knowledgeservices.com</i><i>.</i></li></ul><div></div><div><i><br>
Knowledge Services is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. Knowledge Services does not discriminate on the basis of disability, veteran status or any other basis protected under federal, state or local laws. People with </i><i>disabilities, veterans, and military families are encouraged to apply.</i></div><div></div><div><b><br>
#INDDFR</b></div></div><div></div>

Eligibility Specialist - Case Manager

Claims Specialist

EXL Service

<div><p>Job Description: The Provider Touch Specialist will be responsible for managing provider relations and service interactions within their assigned team. Acting as a key liaison, this individual will support external providers with audit inquiries, claims reimbursement progress, and training on portal navigation and service enhancements. The role also involves guiding providers on claim audit record submissions, timelines, and process adherence.
</p><p>The ideal candidate will be adept at identifying operational gaps, resolving complex claims issues, and effectively communicating solutions. This role is critical in fostering and maintaining strong relationships between EXL and our valued providers while ensuring exceptional service and satisfaction.
</p><p><b>Salary Range: $65,000 &ndash; $80,000 </b><i>(based on experience, skills, and qualifications)
</i><br>
<b>Location: 100% Remote (U.S.-based)
</b></p><p><b>Up to 10% annual travel </b><i>(for team meetings and limited client onsite engagements.)
</i></p><p><b>For more information on benefits and what we offer please visit us at </b><b>https://www.exlservice.com/us-careers-and-benefits
</b></p><p>The posted range is the hiring range for this role &mdash; a subset of the broader range available to employees over time &mdash; and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.</p></div>
<br><div><ul><li>Responsibilities: Serve as the primary contact for provider audit inquiries, claims reimbursement progress, and service-related concerns.
</li><li>Provide training and education on claims audit record submissions, timelines, and process guidelines.
</li><li>Assist providers in optimizing portal usage and understanding service enhancements.
</li><li>Identify and address operational inefficiencies while implementing data-driven solutions.
</li><li>Research and resolve complex claims issues, ensuring timely and effective communication of resolutions.
</li><li>Collaborate with internal teams to improve tools, resources, and provider support systems.
</li><li>Utilize business knowledge and sound judgment to navigate ambiguous situations and address non-standard requests.
</li><li>Build and maintain strong provider relationships, ensuring their needs are met while aligning with company policies.
</li><li>Contribute to the success of the Provider Touch Team by fostering collaboration and enhancing the overall provider experience.</li></ul></div>
<br><div><ul><li>Qualifications: 4+ years of experience in healthcare or managed care settings.
</li><li>3+ years of direct provider-facing experience.
</li><li>Intermediate knowledge of claims processing and auditing.
</li><li>Strong background in claims processing.
</li><li>Excellent verbal and written communication skills.
</li><li>Outstanding interpersonal skills with the ability to build rapport and maintain positive relationships.
</li><li>Strong customer service mindset with a solution-oriented approach.
</li><li>Solid understanding of healthcare operations and industry best practices.
</li><li>Proficiency in PC skills and data software applications.
</li></ul><p><b>What We Offer:
</b></p><p>At EXL, we provide a dynamic, fast-paced, and innovative environment where entrepreneurial professionals can make a significant impact.
</p><ul><li>Work closely with world-class healthcare consultants from day one.
</li><li>Gain exposure to various aspects of our clients' businesses while developing key teamwork and time-management skills.
</li><li>Benefit from our structured mentoring program, where junior employees receive guidance from senior professionals.
</li><li>Experience limitless growth opportunities within EXL and beyond.
</li><li>Comprehensive benefits package including Healthcare, Vision, Dental, and 401(k) options.
</li></ul><p><b>Join EXL Health and be part of a team that is redefining provider relations in the healthcare industry!
</b></p><p><b>Apply Today!</b></p></div>

Provider Touch Specialist

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