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Training specialist • louisville ky
Client Specialist Training Program
BairdLouisville, KYLearning Specialist - Technical Training - Louisville, KY
SazeracLouisville, KY, US- Promoted
Manager in Training
Jimmy John'sLouisville, KY, US- Promoted
Nurse Director in Training
Trilogy Health ServicesLyndon, KY, United States- Promoted
HOURLY SUPERVISOR & TRAINING
Wal-Mart Stores, Inc.Clarksville, IN, United States- Promoted
Caregiver (CNA in-training)
Forest Springs Health CampusLouisville, KY, United States- Promoted
Store Manager in Training
CVS HealthLouisville, KY, USSupervisor in Training
Edible ArrangementsLouisville, KY, USLeader In Training
The Buckle, Inc.Louisville, KY , USClinical Training Specialist (OH, IN or KY)
0006 Varian Medical Systems Inc, Corp HeadquarterKentuckyCognitive Training Coach
LearningRx Louisville-SpringhurstLouisville, KY, US- Promoted
Estimator in Training
The Boyd GroupLouisville, KY, USDirector of Training
Farm Credit Mid-AmericaLouisville, KY, USRetail Training Specialist
AcostaLOUISVILLE, KYManager, Manufacturing Training
GE Appliances, a Haier companyLouisville, Kentucky, US- Promoted
WAREHOUSE TRAINING LEAD
eBay, Inc.Louisville, KY, United StatesTraining Specialist
ECI Software SolutionsLouisville, KY, USA- Promoted
Training and Onboarding Specialist
VirtualVocationsLouisville, Kentucky, United StatesManagement in training
BIG O TIRES - MADISON / ST MATTHEWS / MIDDLETOWN / CHAMBERLAINClarksville, IN, US- building official (from $ 96,371 to $ 300,000 year)
- dance instructor (from $ 40,400 to $ 300,000 year)
- owner operator (from $ 62,000 to $ 250,000 year)
- chief engineer (from $ 150,000 to $ 223,400 year)
- planning engineer (from $ 99,875 to $ 221,000 year)
- clinical associate (from $ 56,096 to $ 215,250 year)
- engineering director (from $ 165,000 to $ 214,557 year)
- technical director (from $ 118,200 to $ 207,500 year)
- pediatric dentist (from $ 20,000 to $ 200,000 year)
- business relationship manager (from $ 73,375 to $ 200,000 year)
- New York, NY (from $ 48,309 to $ 101,972 year)
- Atlanta, GA (from $ 50,700 to $ 100,000 year)
- Los Angeles, CA (from $ 59,475 to $ 99,840 year)
- Philadelphia, PA (from $ 61,570 to $ 97,395 year)
- Norfolk, VA (from $ 55,000 to $ 88,183 year)
- Chicago, IL (from $ 46,800 to $ 85,279 year)
- Houston, TX (from $ 57,000 to $ 85,000 year)
- Phoenix, AZ (from $ 42,712 to $ 77,610 year)
The average salary range is between $ 43,207 and $ 87,691 year , with the average salary hovering around $ 58,500 year .
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Client Specialist Training Program
BairdLouisville, KY- Full-time
The Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses.
This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors during rotations with teams at the branch. This will allow immersion into Private Wealth Management at Baird.
Following successful completion of the program, Baird will work closely to match associates within a long-term Client Specialist position. While we will consider long-term placement at the branch in which the associate completed the program, we cannot guarantee and may require the associate to relocate to a branch within the area they are based.
As a Client Specialist Trainee, you will :
- 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 partner with Baird’s Corporate Resource Groups to provide the best solutions to clients.
- Answer all incoming phone calls and handle as appropriate.
- May schedule client appointments and / or conference room for appointments.
- Understand and ensure business adherence with firm and financial industry regulatory policies.
- 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 coordinate seminars and client events. Develop client lists, design material and meeting content, and coordinate PowerPoint presentations.
- May manage the team’s social media presence (website, LinkedIn, Twitter, etc.).
- Initiate and complete 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.
What makes this opportunity great :
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