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Client Specialist: Onboarding & Wealth Management Ops

Job in Birmingham, Oakland County, Michigan, 48012, USA
Listing for: Baird
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Birmingham, Michigan is seeking a Client Specialist to facilitate exceptional client service and operational support for Financial Advisors. This role involves managing client onboarding, communications, and account operations while ensuring adherence to regulatory policies. Candidates should have 2+ years of relevant experience and be willing to attain essential licensing. This position offers a collaborative environment with a commitment to diversity and professional development.
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