Wealth Management Client Services Associate
Baird
Baird is seeking a Client Assistant in Cleveland, OH to deliver outstanding client service and operational support to one or more Financial Advisors. You’ll coordinate onboarding, manage communications, and support account operations while helping organize client events to support Baird’s Private Wealth Management business. You will work on CRM maintenance, processing transactions, and assisting with advisory workflows; training and licensure support is provided, including SIE, Series 7 and 66 #J-18808-Ljbffr
Vacancy posted 3 days ago
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