Wealth Management Client Services Associate

Baird

Baird is seeking a Client Assistant to support one or more Financial Advisors in Charleston, WV. The role focuses on delivering exceptional client service, onboarding coordination, and handling account operations to enable advisors to serve clients effectively. The position involves CRM usage, client communications, event coordination, and collaboration across teams to ensure compliant, smooth client experiences. Training and growth opportunities are available within Private Wealth Management. #J-18808-Ljbffr Baird

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Vacancy posted 3 days ago

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