Wealth Management Client Concierge
Baird Careers
Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events. Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with #J-18808-Ljbffr
Vacancy posted 1 day ago
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