Client Specialist
: Job Details :


Client Specialist

Robert W. Baird & Company

Location: Louisville,KY, USA

Date: 2024-12-08T08:21:14Z

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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