Private Wealth Client Experience Specialist
Job in
Birmingham, Oakland County, Michigan, 48012, USA
Listed on 2026-06-07
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist in Birmingham, Michigan to support Financial Advisors in delivering exceptional client service. This role includes coordinating client onboarding, managing communications, and enhancing business effectiveness through CRM management.
The ideal candidate should have at least 2 years of relevant experience, proficiency in Microsoft Office, and strong communication skills. Baird offers training for industry licenses if not currently held.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×