Wealth Management Client Experience Associate
Nichols College
Baird seeks a Client Assistant to deliver outstanding client service and operational support for one or more Financial Advisors. You’ll coordinate onboarding, manage communications, and support account operations to help grow the Private Wealth Management business. The role emphasizes a client-centric approach, CRM efficiency, and help with client events; you’ll support advisory teams in delivering tailored wealth solutions while maintaining regulatory compliance and readiness for licensing #J-18808-Ljbffr
Vacancy posted 1 day ago
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