Wealth Management Client Coordinator

Baird

Baird is seeking a Client Assistant to support one or more Financial Advisors in delivering outstanding client service and operational support. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience. The role emphasizes leveraging CRM tools, maintaining accuracy, and ensuring regulatory compliance while supporting the Private Wealth Management business. #J-18808-Ljbffr Baird

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Vacancy posted 5 days ago

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