Wealth-Management Client Onboarding Specialist
Baird
Baird in Louisville, Kentucky seeks a Client Specialist to deliver outstanding client service and operational support for Financial Advisors. You will manage onboarding, support account operations, and assist in organizing impactful client events. Applicants should have prior administrative experience, be detail-oriented, and obtain necessary industry licenses. Proficiency in Microsoft Office and excellent communication skills are essential for success in this role. #J-18808-Ljbffr
Vacancy posted 4 days ago
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