client specialist

Baird

<p></p><div><div><div><div><div><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><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><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.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>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.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>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.
</li></ul><ul><li>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.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>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.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>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.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>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.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><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><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><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.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>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.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>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.
</li><li>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.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>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.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>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.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>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.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

Bridgewater Bank

<div><p>We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provides superior customer service while processing client requests in person, by phone or email in a positive professional environment.</p>
<p>
Hours: Monday through Friday from 8:15 AM to 4:45 PM ***No weekends***</p><br>
<p></p>
<p><b>
RESPONSIBILITIES:</b></p>
<ul>
<li>Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system</li>
<li>Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience</li>
<li>Ensure client identity verification procedure is followed with each client request</li>
<li>Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures</li>
<li>Ensure all required documentation is completed for all transactions</li>
<li>Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department</li>
<li>Sort, distribute, and process returned mail</li>
<li>Assist with scanning of documentation into internal systems such as Accu</li>
<li>Positively represent the bank in all interactions with clients, coworkers, and vendors</li>
<li>Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available</li>
<li>Adhere to the bank&rsquo;s policies, procedures, security requirements and government regulations including (but not limited to) BSA</li>
<li>Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations</li>
</ul>
<p><b> QUALIFICATIONS:</b></p>
<ul>
<li>Outstanding interpersonal and communication skills</li>
<li>Prior retail or customer service experience</li>
<li>Professional, friendly demeanor</li>
<li>Proficient with Microsoft Word, Excel, Outlook, and PowerPoint</li>
<li>Knowledge of ITI and Integrated Teller a plus</li>
<li>College degree preferred</li></ul><br>
<p></p>
<p><b>
 ABOUT BRIDGEWATER BANK:</b></p>
<p>
Picture yourself at one of the Twin Cities&rsquo; best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.</p>
<p>
We&rsquo;re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that&rsquo;s why we&rsquo;ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.</p>
<p>
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?</p><br>
<p></p>
<p><b>
COMPENSATION &amp; BENEFITS:</b></p>
<p>
The typical hourly base pay range for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.</p>
<p>
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):</p>
<ul>
<li>Healthcare (medical, dental, vision)</li>
<li>Basic term and optional term life insurance</li>
<li>Short-term and long-term disability</li>
<li>Parental leave</li>
<li>401(k) with employer match</li>
<li>Paid vacation &amp; paid holidays</li></ul><br>
<p></p>
<p><b>
PLEASE NOTE:</b></p>
<p>
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank&rsquo;s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.</p>
<p><b>
STATUS: </b>Non-Exempt</p></div>

Client Specialist - Glen Lake

Tulare County, CA

<div></div><div><div><ul><li><div>This recruitment will establish an employment list to fill current and any future vacancies within the Tulare County Information and Communications Technology Department located in Visalia. The anticipated life of the employment list is six months. If interested in employment for this position for current or future vacancies, please submit an online application for consideration.
<br>
<br>
<b>Typical Duties</b><br>
<br>
<br>
<ul><li>Collaborate and act as liaison with client, continuously refining relationship, mitigate IT issues and request.</li>
<li>assist with development of the IT budget for assigned agency, department or unit.</li>
<li>liaison with client, IT and client&rsquo;s third-party vendors, assist/coordinate communication between assigned agency, department or unit.</li>
<li>lead change management discussions with client.</li>
<li>recommend implementation best practices using IT products and services.</li>
</ul><br>
For a full list of duties for this position, IT Client Specialist Level I.
<br>
<br>
For a full list of duties for this position, IT Client Specialist Level II.
<br>
<br>
<b>Minimum Qualifications</b>
<br>
<br>
Minimum qualifications are used as a guide for establishing the education, training, experience, specials skills, and/or license which are required and equivalent to the following.
<br>
<br>
<b>Education:
</b><br>
<ul><li>Graduation from an accredited college or university with a bachelor&rsquo;s degree in Computer Science, Management Information Systems, Business Administration or related college degree.</li>
</ul><br>
<b>Education Equivalency:
</b><br>
<ul><li>In lieu of the education requirement, four (4) years of work experience in a computer-related field will be accepted.</li>
</ul><br>
<b>Experience:
</b><br>
<ul><li>One (1) year of experience in business analysis and documentation activities, project administrative support, or work experience on cross-functional teams. <b>In addition</b> to the education requirement for the I Level, <b>Level II requires: </b>Three (3) years of experience in business analysis and documentation activities, project administrative support, or work experience on cross-functional teams.</li>
</ul><br>
<b>Knowledge of:
</b><br>
<ul><li>Current business and technical processes of the assigned agency, department or unit.</li>
<li>Terminology or nomenclature relevant to today&rsquo;s computer industry; proficient knowledge of current computer equipment and software and its use.</li>
<li>Business process flow, network and application topology diagrams.</li>
<li>Effective training technique, including curriculum development, application of multiple.</li>
</ul><br>
<b>Skill/Ability to </b>:
<br>
<ul><li>Successfully demonstrate strong written and verbal communication skills.</li>
<li>Demonstrate sound task management skills and analytical ability.</li>
<li>Successfully manage multiple concurrent assignments; effectively prioritize and execute tasks while under pressure.</li>
<li>Attention to detail and organizational skills.</li>
</ul><br>
<b>DESIREABLE EMPLOYMENT STANDARDS
</b><br>
<br>
Certified Business Analysis Professional (CBAP CLIENT CONSULTANT) training; Certified Associate in Project Management (CAPM) training; Certified in Information Technology Service Management (ITIL Foundation v3); Knowledge of project management principles and practices; Knowledge of business development strategies and practices.
<br>
<br>
<b>Additional Information</b>
<br>
<br>
<b>Conditions of Employment
</b><br>
<br>
Candidates selected will be required to pass a pre-employment drug and alcohol screening. Additionally, a background investigation may also be conducted, which may include a re-investigation every 10 years for some positions. An Employment Eligibility Verification using E-Verify may be required on the first day of employment for some positions. Some job classes may also require a physical exam.
<br>
<br>
<b>College Cost Reduction Access Act
</b><br>
<br>
This may be a qualifying position for student loan forgiveness through the College Cost Reduction and Access Act (CCRAA). Only student loan payments made after October 1, 2007 and in a qualified repayment plan are eligible. For more information you are encouraged to speak with your student loan servicer or visit: https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service
<br>
<br>
<b>EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER</b>
<br>
<br>
<b>Bargaining Unit 7
</b><br>
<br>
The information listed is a general summary of benefits. These provisions do not constitute an expressed or implied contract and are subject to change.
<br>
<br>
<b>Benefit Amount:</b><b> </b>An annual benefit amount is provided and may be applied towards health insurance premiums (medical, dental, vision and life). This benefit is pro-rated and paid on a pay period basis (24 pay periods).
<br>
<br>
<b>Health Insurance:</b><b> </b>A choice of PPO and HMO medical plans which include PPO and HMO dental plans and include dental and vision coverage. Dependent coverage is available. Providers include Anthem Blue Cross, Kaiser Permanente, Delta Dental, and Vision Services Plan (VSP)<b>.
</b><br>
<br>
<b>Retirement:</b><b> </b>The retirement plan is a defined benefit plan administered pursuant to the 1937 Act County Employees Retirement Act and integrated with Social Security. In addition to ordinary retirement benefits, the plan provides disability and death benefits. Retirement contributions are made by both the County and the employee. The County has reciprocity with the State of California, contracting PERS agencies, and all County 1937 Act Retirement Systems.
<br>
<br>
<b>Paid Holiday Leave:</b><b> </b>12 set days and 1 personal holiday<b>.
</b><br>
<br>
<b>Vacation Accrual:</b><b>
</b><br>
2 weeks per year (0-3 years of service)
<br>
3 weeks per year (3-7 years of service)
<br>
4 weeks per year (7-11 years of service)
<br>
5 weeks per year (11+ years of service)
<br>
Limit of 300 hours.
<br>
<br>
FLSA exempt employees accrue an additional 5 days of vacation per year.
<br>
<br>
<b>Sick Leave Accrual: </b>12 days per year with unlimited accumulation, 60 hours of which may be used toward family sick leave.
<br>
<br>
<b>Career Incentive Pay
</b><br>
Employees who have completed five (5) or more Years of Service with Tulare County and meet the eligibility criteria described in Administrative Regulation - 52, earn additional pay according to the schedule below.
<br>
<br>
<b>Years of Service
</b><br>
<br>
<b>% Increase
</b><br>
<br>
<b>Total
</b><br>
<br>
5
<br>
<br>
3%
<br>
<br>
3%
<br>
<br>
10
<br>
<br>
2%
<br>
<br>
5%
<br>
<br>
15
<br>
<br>
3%
<br>
<br>
8%
<br>
<br>
20
<br>
<br>
2%
<br>
<br>
10%
<br>
<br>
<b>Group Term Life Insurance and AD&amp;D:</b><b> </b>$10,000; Provided by Standard Insurance Company<b>.
</b><br>
<br>
<b>Disability Insurance:</b><b> </b>Employees are covered by State Disability Insurance. The premium is paid by the employee.
<br>
<br>
<b>Deferred Compensation:</b><b> </b>A voluntary deferred compensation plan is available.
<br>
<br>
To view more detailed descriptions of Tulare County's benefits, please view the Benefits section of our Web site at https://tularecounty.ca.gov/hrd/benefits-wellness/health-plans-active-employees/
<br>
<br>
<b>The Provisions Of This Bulletin Do Not Constitute An Expressed Or Implied Contract And Are Subject To Change.
</b><br>
<br>
Closing Date/Time: 5/15/2026 11:59 PM Pacific
</div></li><li><div><h3 class="jobSectionHeader"><b>ABOUT THE COMPANY</b></h3>
</div><div><ul><li><h3 class="jobSectionHeader"><b>County of Tulare - HR&amp;D</b></h3>
</li></ul><ul><li>559-636-4900</li>
</ul><div><p>The mission of Tulare County Human Resources and Development is to attract, retain, and develop a highly skilled workforce. We provide a wide array of services to our department and agencies including training, payroll processing, employee/labor relations, employee records, wellness programs, and benefits administration. Our dedicated staff supports 20 County Departments and over 5,100 employees in more than 800 job classifications.</p>
<p>Tulare County employees enjoy generous benefits, including a choice of excellent health plans, vacation, paid time off and retirement packages. Working for Tulare County is like working with family. You are encouraged, supported and given flexibility to balance your work life and your private life. You'll have an opportunity to begin or enhance a meaningful career where what you do matters.</p>
<p>To view jobs specific to the Health and Human Services Agency click here.</p></div></div></li></ul></div></div>

IT Client Specialist I/II

Focus Partners Wealth

<div><p><b>Position Summary</b></p>
<p>
Focus Partners Wealth is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you'll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.</p>
<p><b>
Primary Responsibilities</b></p>
<ul>
<li>Engage high-net-worth investors and communicate Focus Partners' value to schedule meetings with advisory teams
</li><li>Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage</li>
<li>Own and enhance outreach strategies to improve conversion and client experience
</li><li>Lead the client onboarding process, coordinating data collection and cross-team workflows
</li><li>Track pipeline activity, onboarding progress, and communications using CRM and internal tools
</li><li>Partner with wealth advisors and client service teams to ensure smooth client transitions
</li><li>Identify and implement process improvements to increase efficiency and client satisfaction</li>
<li>Contribute to a collaborative, performance-driven team environment and support team development when needed</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>3+ years of professional experience, preferably in financial services or a client-facing role
</li><li>Bachelor's degree required
</li><li>Strong track record of achieving results and driving outcomes
</li><li>Excellent communication skills with the ability to engage and build trust across diverse audiences
</li><li>Persuasive and confident in influencing decisions
</li><li>Highly organized with the ability to manage multiple priorities and workflows
</li><li>Proactive, resilient, and committed to continuous learning and improvement</li>
<li>Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus</li>
<li>Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence</li>
</ul>
<p>The Client Development Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.</p>
<p>
#LI-KT1</p><div><p>
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.</p>
<p>
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.</p>
<p>
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.</p>
<p><b>
For Indiana Applicants: </b>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</p>
<p><b>
For Maryland Applicants: </b>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.</p>
<p><b>
For California Applicants: </b>Information on your California privacy rights can be found<b> </b><b>here</b></p>
<p><b>
For Massachusetts Applicants:</b> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.</p>
<p><b>
For Montana Applicants: </b>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<b>
</b></p><p><b>For Rhode Island Applicants:</b> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.</p></div></div>

Client Development Specialist

Cox Automotive

<div><b>****Equal opportunity Employer - Disabled/Veterans encouraged to Apply****</b><br>
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Cox Fleet keeps your fleet moving!<br>
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Headquartered in Indianapolis, Cox Fleet has grown to become one of the largest fleet maintenance companies in the country.<br>
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Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers utilizing its 20+ nationwide service centers; each offering select services, such as accident repair, paint, refurbishment, and heavy mechanical repair. Supported by a 24/7 in-house call center, Cox Fleet provides maintenance scheduled and unscheduled services to fleets anywhere, anytime.<br>
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Cox Fleet is currently hiring a Sr Fleet Services Coordinator to support the growth of the company.<br>
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Duties &amp; Responsibilities:<br>
<ul><li>
Managing the follow up maintenance transactions lifecycle from origination until the customer unit is in control/custody of the repair technician
</li><li>Timely and accurate documentation and notation in all Cox Fleet systems regarding each customer contact
</li><li>Providing excellent customer service for all internal and external customer calls
</li><li>Be professional and establish positive customer rapport
</li><li>Obtain customers approval for all repairs and services to be performed
</li><li>Proactively contact customers to schedule preventative maintenance at regular intervals, driving repeat business
</li><li>Partner and communicate consistently with Field Operations to schedule the right technicians to accounts, resulting in a positive customer experience
</li><li>Encourage customers to schedule repairs and maintenance in advance, creating a consistent pipeline of work for each supported technician
</li><li>Continuously develop and improve company capabilities in Dispatching and Service Scheduling
</li>Additional duties and special projects as assigned<br>
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</li></ul><br>
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Requirements:<br>
<ul><li>
High School Diploma/GED and 5 years' experience in a related field. The right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline and 3 years' experience; or 7 years' experience in a related field.
</li><li>Excellent verbal and written communication skills; Ability to effectively communicate at all levels of the organization.
</li><li>Proven track record to collaborate cross-functionally, build positive relationships and become a trusted partner to relevant cross functional partners.
</li><li>Excellent organizational skills and the ability to balance a variety of tasks.
</li><li>Strong Excel and data entry skills, and the ability to learn new platforms (such as Cox Fleet IT Systems, including Web Wrench, MobileFrame, RO Writer)
</li><li>Common knowledge of the trucking industry; experience with fleet maintenance or other transportation experience in automotive/trucking would be very helpful.
</li><li>Ability to work independently and collaboratively within a team environment.
</li><li>Excellent problem-solving skills
</li>Highly organized with exceptional follow-through abilities<br>
<li>
</li></ul><br>
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USD 22.02 - 33.08 per hour<br>
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<b>Compensation:</b><br>
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Hourly pay rate is in the range of $22.02 - $33.08/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.<br>
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<b>Benefits:</b><br>
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Employees are eligible to receive a minimum of 6.67 hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.<br>
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Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.<br>
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EOE, including disability/vets</div>

Sr Fleet Client Specialist

Sperling

<p>The Client Marketing Specialist is the central point of contact between the client and Sperling Interactive. Our clients rely on us to handle their marketing needs from A-Z. They consider Sperling Interactive a very meaningful part of their marketing team and not just a vendor. In some cases, we are actually both the marketing team and agency for our client. They do everything from interfacing with the client on a regular basis to helping develop the overall strategy to managing and executing the supporting tactics.</p><p>You will be supported by an amazing team that will take the client needs you discover and bring them to life.</p><p><b>What is it like to work here?</b></p><p>Our team is HIGHLY collaborative. Our work product is better because we rely on each other's strengths, experience and expertise. Sperling Interactive&rsquo;s culture of open collaboration works better when we are all in the office together.</p><p>Sperling Interactive has over 500 different clients in a wide variety of sectors (Travel &amp; Tourism, High End Home, Education, Healthcare, Non-Profit and Food). This is great because it keeps things interesting. Without question, the people that work here are all about doing the right thing, filled with passion and like beating out the competition by delivering solutions that get our clients results. We are family-friendly and care about our employees.</p><p>We are a fast growing company having been named to the Inc 5000 list as one of the 5000 fastest growing privately held companies in the US for four straight years.</p><p><b>Must have skills:</b></p><ul><li>Insatiable curiosity. You must want to understand how ALL the dots connect for our clients (not just marketing needs). How does marketing integrate with sales, merchandising, operations, etc. The more we understand, the more problems we can solve.</li><li>Strong listening skills. You need to hear what is and what is not being said.</li><li>The ability to build strong relationships. As the central point of contact, you will need to ingratiate yourself with both our external and internal clients (aka our staff).</li><li>An innate sense of urgency that motivates you to lead projects to fruition.</li><li>Leadership skills. You will often be leading meetings, initiatives and projects that need someone to take point.</li><li>Proficiency in all of the major social media platforms.</li><li>You have to be truly organized. It is mandatory in order to properly utilize our project management software.</li><li>Confidence, passion and belief in what you do and recommend.</li><li>Excellent writing skills.</li><li>Great communication, customer service and problem-solving skills.</li><li>Solid knowledge of Google Ads and Google Analytics.</li><li>Proficient to expert in Microsoft Office Suite</li><li>Wide knowledge of all forms of media and digital best practices.</li><li>Self-motivated and able to work in a fast-paced environment.</li></ul><p><b>Requirements:</b></p><p>one (1) to two (2) years minimum in a marketing position where you have been executing much of the above. You don&rsquo;t have to have experience in absolutely everything listed but the ability to build and maintain solid working relationships is a must. Part of our commitment to you is to teach and share so that you grow. You will learn a lot from our staff. We have some very seasoned marketers who enjoy collaborating and working to deliver the best products possible.</p><p>We offer a competitive salary based on experience, a retirement plan, paid vacation and medical.</p><p>This is an in-person job. Reliably commute or planning to relocate before starting work (Required)The primary job of the Client Marketing Specialist will be to work with our clients and the marketing team to execute tasks. The Client Marketing Specialist will interact directly with our clients to ensure projects are delivered on time and on budget. The Client Marketing Specialist will work directly with all employees including designers, developers, writers and the search team to ensure production runs smoothly.</p><p>In addition to project management the person selected for this position will also be responsible for ensuring the day to day operations run as smoothly as possible around the office.</p><p>The candidate should have strong organizational skills and communication skills. Graphic design experience not required but is a major plus. Experience working with the Adobe Suite of software also a major plus.</p><p>Sperling Interactive is a digital marketing company based in Salem, Massachusetts (10 miles North of Boston). We specialize in web design and development, search engine optimization, photography, print design, branding and social media. For more information on Sperling Interactive or to see some of our work visit www.sperlinginteractive.com.</p><p>Job Type: Full-time</p><p>Pay: $45,000.00 per year</p><p>Benefits:</p><ul><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul><p>Work Location: In person</p>

Client Marketing Specialist

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