Client Success Specialist
Baird
Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience. Responsibilities include coordinating onboarding, assisting with proposals, preparing new account paperwork, maintaining the CRM, and supporting seminars and client meetings. #J-18808-Ljbffr
Vacancy posted 3 days ago
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