Client Experience Specialist Private Wealth
Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Dallas, Texas. In this role, you will deliver outstanding client service and operational support to Financial Advisors. Your responsibilities will include managing client onboarding, supporting account operations, and organizing impactful client events to enhance their experience. The ideal candidate will have at least 2 years of experience, strong communication skills, and must obtain relevant securities licenses within 18 months of hire. Training will be provided. Baird is committed to tailoring wealth management solutions to meet unique client visions. #J-18808-Ljbffr
Vacancy posted 16 hours ago
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