Wealth Client Experience Specialist
Baird
Baird in Evansville, IN is seeking a Client Specialist to deliver outstanding client service and support for Financial Advisors, coordinating onboarding, account operations, and client events. You will be at the heart of the client experience, helping organize onboarding, managing communications, and supporting advisory teams. Responsibilities include maintaining CRM, preparing paperwork, handling client requests, and ensuring regulatory compliance. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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