Wealth Client Services Specialist
Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Louisville, Kentucky to deliver exceptional client service and support Financial Advisors. Responsibilities include managing client onboarding, maintaining communication plans, and organizing client events. A qualified candidate will have 2+ years of experience, a willingness to obtain necessary licenses, and proficiency in Microsoft Office. Join a team that values accuracy, organizational skills, and a proactive approach to client relationship management. #J-18808-Ljbffr
Vacancy posted 19 hours ago
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