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Client Experience Coordinator - Private Wealth

Baird

Baird is seeking a Client Specialist in Fort Worth, Texas to deliver exceptional client service and operational support to Financial Advisors. The role involves managing client communications, onboarding, and organizing impactful client events. Candidates should have at least 2 years of industry experience and strong organizational skills. Licensing requirements include the Securities Industry Essentials (SIE) Exam and other Series licenses. Join Baird's Private Wealth Management team to help clients achieve their financial goals. #J-18808-Ljbffr Baird

Vacancy posted 3 days ago
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