Wealth Client Experience Specialist
Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated in the Kansas City area is seeking a Client Specialist who delivers outstanding client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen the client experience within Baird’s Private Wealth Management team. The role requires 2+ years of industry or administrative experience, and active licensing (SIE, Series 7 and 66 #J-18808-Ljbffr
Vacancy posted 1 day ago
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