Wealth Management Client Concierge
ROBERT W. BAIRD & CO. INCORPORATED
Robert W. Baird & Co. Incorporated is seeking a Client Assistant to deliver outstanding client service and provide operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations and help organize client events. The role also involves maintaining CRM data, handling calls, scheduling appointments and ensuring regulatory compliance in a Private Wealth Management context. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
Vacancy posted 1 day ago
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