Wealth Client Services Specialist
Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist who will provide exceptional client service and operational support to Financial Advisors. This role is crucial in coordinating onboarding, managing communications, and helping organize impactful client events. Responsibilities include managing the client onboarding process, complying with regulations, and maintaining a detailed CRM system, among others. A minimum of 2 years of experience is required, along with relevant securities licenses or the willingness to obtain them within 18 months. The position offers a competitive hourly wage of $27.70-$41.70 and potential bonuses, along with growth opportunities within the firm. #J-18808-Ljbffr
Vacancy posted 2 days ago
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