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Training specialist Jobs in Louisville, KY

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Training specialist • louisville ky

Last updated: 2 days ago
Client Specialist Training Program

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 ...Show moreLast updated: 30+ days ago
Learning Specialist - Technical Training - Louisville, KY

Learning Specialist - Technical Training - Louisville, KY

SazeracLouisville, KY, US
Full-time
Learning Specialist - Technical Training.The facilitator will collaborate with subject matter experts across the organization to address specific learning outcomes related to technical knowledge.Th...Show moreLast updated: 30+ days ago
  • Promoted
Manager in Training

Manager in Training

Jimmy John'sLouisville, KY, US
Full-time
This is a story about growing up but never getting old.Since day-one when our founder, Jimmy, opened his first Jimmy John's sandwich shop, we've had the determination and badassery to settle for no...Show moreLast updated: 30+ days ago
  • Promoted
Nurse Director in Training

Nurse Director in Training

Trilogy Health ServicesLyndon, KY, United States
Full-time
Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Trilogy Health Services - a senior l...Show moreLast updated: 2 days ago
  • Promoted
HOURLY SUPERVISOR & TRAINING

HOURLY SUPERVISOR & TRAINING

Wal-Mart Stores, Inc.Clarksville, IN, United States
Full-time +1
Location CLARKSVILLE, IN Career Area Walmart Store Jobs Job Function Walmart Store Jobs Employment Type Full & Part Time Position Type Hourly Requisition 053126440HST What you'll do at Are you look...Show moreLast updated: 23 days ago
  • Promoted
Caregiver (CNA in-training)

Caregiver (CNA in-training)

Forest Springs Health CampusLouisville, KY, United States
Full-time
JOIN TEAM TRILOGY : Our Caregivers love Trilogy for the stability, meaningful work, and great team.If you’re looking to grow as a Caregiver, Trilogy is where you belong!Hi! We’re glad you’re thinkin...Show moreLast updated: 3 days ago
  • Promoted
Store Manager in Training

Store Manager in Training

CVS HealthLouisville, KY, US
Full-time
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...Show moreLast updated: 23 days ago
Supervisor in Training

Supervisor in Training

Edible ArrangementsLouisville, KY, US
Full-time
Supervisor in Training for Edible Arrangements.Seeking enthusiastic individuals who are interested in advancement.As Store Supervisor, you will guide employee's through each day facilitating the st...Show moreLast updated: 30+ days ago
Leader In Training

Leader In Training

The Buckle, Inc.Louisville, KY , US
Full-time
At Buckle, we target fashionable, friendly, energetic individuals who thrive in a competitive culture.As a Leader in Training, you’ll become a valuable contributor to the retail team by driving sal...Show moreLast updated: 30+ days ago
Clinical Training Specialist (OH, IN or KY)

Clinical Training Specialist (OH, IN or KY)

0006 Varian Medical Systems Inc, Corp HeadquarterKentucky
Remote
Full-time
At Varian, a Siemens Healthineers Company, we bring together the world's best talent to realize our vision of a world without fear of cancer. Together, we work passionately to develop and deliver ea...Show moreLast updated: 30+ days ago
Cognitive Training Coach

Cognitive Training Coach

LearningRx Louisville-SpringhurstLouisville, KY, US
Part-time
You’re a natural teacher, coach, and motivator who is detail oriented and passionate about learning.You love seeing that “aha” moment when something clicks for a student, and you take pride in know...Show moreLast updated: 30+ days ago
  • Promoted
Estimator in Training

Estimator in Training

The Boyd GroupLouisville, KY, US
Full-time
Company : Gerber Collision & Glass.WELCOME TO GERBER COLLISION & GLASS.Gerber Collision & Glass is one of the largest collision repair companies in North America.With $2+ billion in sale...Show moreLast updated: 30+ days ago
Director of Training

Director of Training

Farm Credit Mid-AmericaLouisville, KY, US
Full-time
The Director of Training provides direct leadership for the Association's training and learning programs, providing team members with the knowledge, skills, and tools needed to succeed in both sale...Show moreLast updated: 5 days ago
Retail Training Specialist

Retail Training Specialist

AcostaLOUISVILLE, KY
Part-time
A Retail Training Specialist is responsible for delivering training programs to field merchandisers to ensure consistent implementation of merchandising standards, product knowledge, and brand repr...Show moreLast updated: 30+ days ago
Manager, Manufacturing Training

Manager, Manufacturing Training

GE Appliances, a Haier companyLouisville, Kentucky, US
Full-time
At GE Appliances, a Haier company, we come together to make “good things, for life.As the fastest-growing appliance company in the U. We believe in the power of our people and in giving them the fre...Show moreLast updated: 30+ days ago
  • Promoted
WAREHOUSE TRAINING LEAD

WAREHOUSE TRAINING LEAD

eBay, Inc.Louisville, KY, United States
Full-time
At eBay, we're more than a global ecommerce leader - we're changing the way the world shops and sells.Our platform empowers millions of buyers and sellers in more than 190 markets around the world....Show moreLast updated: 10 days ago
Training Specialist

Training Specialist

ECI Software SolutionsLouisville, KY, USA
Full-time
For more than 30 years, ECI Software Solutions has been providing industry-specific, cloud-based business management software and services to small and medium-sized businesses.With divisions focuse...Show moreLast updated: 30+ days ago
  • Promoted
Training and Onboarding Specialist

Training and Onboarding Specialist

VirtualVocationsLouisville, Kentucky, United States
Full-time
A company is looking for a Training & Onboarding Specialist who will ensure new customers are set up for long-term success through effective onboarding experiences. Key Responsibilities Deliver tr...Show moreLast updated: 3 days ago
Management in training

Management in training

BIG O TIRES - MADISON / ST MATTHEWS / MIDDLETOWN / CHAMBERLAINClarksville, IN, US
Full-time
At Big O Tires, we strive to be the preferred tire and auto service retailer in every community while making Big O Tires a great place to work. We offer affordable benefits, paid time off, a family ...Show moreLast updated: 30+ days ago
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Client Specialist Training Program

Client Specialist Training Program

BairdLouisville, KY
30+ days ago
Job type
  • Full-time
Job description

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 :

  • Strong work-life balance is promoted.
  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • A strong, stable employee-owned firm recognized as a great place to work since 2004.
  • What we look for :

  • Excellent client / customer service skills. Good verbal and written communication skills (including e-mail, phone, and in person interaction).
  • Knowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
  • Detail oriented with an emphasis on accuracy.
  • Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Good analytical and critical problem-solving skills.
  • High school diploma required. Associate’s or Bachelor’s degree a plus.
  • Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.
  • LI-PWM5