Senior Client Specialist - Wealth Management Onboarding
ROBERT W. BAIRD & CO. INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Senior Client Specialist to partner with Financial Advisors in delivering exceptional client service and strategic onboarding. You will manage complex onboarding, high-touch communications, and business development opportunities to enhance advisor effectiveness and practice growth. The role requires active securities licenses (SIE, Series 7, and Series 66 or Series 63/65), 5+ years of industry experience, and strong Excel/PowerPoint skills. #J-18808-Ljbffr ROBERT W. BAIRD & CO. INCORPORATED
Vacancy posted 1 day ago
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