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Wealth Management Client Services Specialist

$27.7 - $41.7 per hour

Baird

Baird is seeking a Client Specialist in Mill Valley, California, to enhance client service and support Financial Advisors. This role involves onboarding clients, managing communications, and providing operational support. Candidates should have 2+ years in a related role and be willing to obtain necessary licenses. Excellent communication and organizational skills are essential. Compensation ranges from $27.70 to $41.70 per hour with bonus potential up to 8.5%. #J-18808-Ljbffr Baird

Vacancy posted 16 hours ago
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