Wealth Management Client Concierge
Baird Inc
Baird in Sarasota, FL is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, paperwork, and communications, and help manage client events and reporting. Role requires 2+ years of experience, active licenses or willingness to obtain, strong tech skills, and excellent communication. Collaborative team environment with opportunities to contribute across client services and operations. #J-18808-Ljbffr
Vacancy posted 1 day ago
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