HRIS Specialist jobs in Lexington, KY

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Client Specialist
  • Baird
  • Danville, KY FULL_TIME
  • As a Client Specialist, you will:

    Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.

    • 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, Twitter, 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 makes this opportunity great:

    • Flexible work-life balance is promoted
    • Fast paced environment that will enable you to grow as a professional
    • 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.
    • Baird provides significant technology training, plus extensive one-on-one training and support

    What we look for:

    • 2 years of prior industry and/or administrative work experience.
    • 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.
    • Focus on excellent client service.
    • 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.

    Job Type: Full-time

    Pay: $37,000.00 - $41,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Performance bonus
    • Profit sharing
    • Stock options

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Danville, KY 40422: Relocate before starting work (Required)

    Work Location: In person

  • 20 Days Ago

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Collections Specialist
  • OneMain Financial
  • London, KY FULL_TIME
  • Collections SpecialistAt OneMain, Collections Specialists contact customers to help them fulfill their financial obligations by arranging for repayment or settlement of account balances and offering a...
  • 21 Days Ago

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Documentation Specialist
  • Adapt Health LLC
  • London, KY FULL_TIME
  • DescriptionAdaptHealth Opportunity – Apply Today!At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital an...
  • 21 Days Ago

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Contract specialist
  • Internal Revenue Service
  • Corbin, KY FULL_TIME
  • Duties WHAT IS THE OFFICE OF THE CHIEF PROCUREMENT OFFICER DIVISION? A description of the business units can be found at : Vacancies will be filled in the following specialty areas : Procurement. The ...
  • 21 Days Ago

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Commodity specialist
  • Wright Media
  • Middleburg, KY FULL_TIME
  • Multiple Positions with Parts Development Department at EV Metaplant (Near Savannah,GA ) : $60 - $105k Essential Duties and Responsibilities : Understand program sourcing and key milestones in support...
  • 21 Days Ago

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Parts specialist
  • O'Reilly Auto Parts
  • Burnside, KY FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • 21 Days Ago

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0 HRIS Specialist jobs found in Lexington, KY area

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Housing Specialist Remote with field travel in Lexington KY
  • Passport Health Plan by Molina Healthcare
  • Lexington, KY
  • JOB DESCRIPTION Job Summary Molina Healthcare Services (HCS) works with members, providers, and multidisciplinary team m...
  • 3/29/2024 12:00:00 AM

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Team Leader - Controls
  • JMP Solutions
  • Lexington, KY
  • ** Team Leader - Controls** ** JMP Solutions Lexington, Kentucky, United States (On-site)** ** Posted 6 days ago** Full-...
  • 3/29/2024 12:00:00 AM

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HR SPECIALIST (EMPLOYEE BENEFITS) - TITLE 5
  • Army National Guard Units
  • Frankfort, KY
  • Summary THIS IS A NATIONAL GUARD TITLE 5 EXCEPTED SERVICE POSITION. This National Guard position is for a HR SPECIALIST ...
  • 3/28/2024 12:00:00 AM

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Assistant Clinical Professor of Mental Health and Well-Being
  • University of Kentucky
  • Lexington, KY
  • Job Summary The University of Kentucky School of Human Environmental Sciences is seeking an Assistant Clinical Professor...
  • 3/28/2024 12:00:00 AM

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Compensation Specialist
  • Kentucky Community and Technical College System
  • Versailles, KY
  • Compensation Specialist Job no: 494199 Work type: Full-time Location: Versailles, KY Categories: Staff Title: Compensati...
  • 3/26/2024 12:00:00 AM

H
Charge Entry Specialist
  • HCA
  • Frankfort, KY
  • Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients...
  • 3/25/2024 12:00:00 AM

Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for HRIS Specialist jobs
$53,766 to $69,668
Lexington, Kentucky area prices
were up 1.2% from a year ago

HRIS Specialist in Petaluma, CA
Manages employee information in Human Resources Information System (HRIS/UltiPro) for new hires, change of status, terminations, etc.
November 27, 2022
HRIS Specialist
Serves as part of the OKCPS HR Subject Matter Expert team for HRIS functions, and intergrated processes needed to perform personnel functions, referring to the HRIS Administrator in those areas beyond their abilities.
December 15, 2022
Performs group data updates, exports, imports, clean-ups, and researches/reports on any data discrepancies.
December 18, 2022
Respond timely to inquiries from staff and/or others with a strong ability to effectively handle difficult situations with appropriate tact, respect and resourcefulness.
March 08, 2023
Provides support for HRIS including, but not limited to, performing scheduled activities, researching and resolving system related issues and process flaws, recommending and implementing solutions and/or alternate methods for meeting requirements, and serving as a liaison with third parties and other business partners .
March 24, 2023
Create and run original and standard reports on employee information from HRIS system including employee title, accurate compensation history, quarterly turnover by agency, etc.
March 24, 2023
Prepare and maintain accurate records and conduct quality checks and self-audits to ensure data integrity and accurate payroll processing.
April 28, 2023
Maintains and updates all aspects of employee personal, work, status, beneficiary, salary and history information in addition to all new hire and termination processing.
May 13, 2023