Wealth Management Client Experience Specialist
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Fort Worth, Texas. This role involves delivering exceptional client service and support to Financial Advisors, managing onboarding, and maintaining communication with clients to enhance their experience and success. The ideal candidate will have 2+ years of experience in the industry, possess necessary licensing, and demonstrate proficiency in Microsoft Office. A bachelor's degree is preferred but not mandatory. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
Vacancy posted 5 days ago
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