Private Wealth Client Experience Specialist
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist in Birmingham, Michigan to support Financial Advisors in delivering exceptional client service. This role includes coordinating client onboarding, managing communications, and enhancing business effectiveness through CRM management. The ideal candidate should have at least 2 years of relevant experience, proficiency in Microsoft Office, and strong communication skills. Baird offers training for industry licenses if not currently held. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
Vacancy posted 2 days ago
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