Wealth Management Client Specialist
Baird
Baird is seeking a Client Specialist to support Financial Advisors in client service, onboarding, and operational tasks within a wealth management framework. You will manage accounts, prepare materials, and maintain CRM with client communications to deliver well-defined service models. The role emphasizes strong communication, organization, and adherence to regulatory policies, with opportunities to assist with seminars and cross-team support in a fast-paced environment. #J-18808-Ljbffr Baird
Vacancy posted 2 days ago
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