Client Specialist
: Job Details :


Client Specialist

Robert W. Baird & Company

Job Location : Henderson,KY, USA

Posted on : 2024-10-20T07:40:28Z

Job Description :

Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services, Management

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