Wealth Management Client Services Specialist
Baird
Baird is seeking a Client Specialist in Dallas, TX, to provide exceptional client service and operational support to Financial Advisors. This role involves managing client onboarding, communication, and account operations while ensuring compliance with regulatory policies. Candidates should have relevant experience, strong organizational skills, and proficiency in Microsoft Office. A Bachelor's degree is preferred but not required. The position is integral to enhancing client experiences and supporting the Private Wealth Management team. #J-18808-Ljbffr Baird
Vacancy posted 22 hours ago
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