Client & Wealth Operations Specialist
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Finance & Banking
Office Administrator/ Coordinator, Business Administration, Banking & Finance -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Banking & Finance
Job Description & How to Apply Below
Baird seeks a Client Specialist in Boulder to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and assist with account operations and client events, directly contributing to advisor success.
You’ll use MS Office and CRM tools to support proposals, paperwork, and reporting, while maintaining confidentiality and regulatory compliance. A background in onboarding and strong communication are essential.
This opening is for the Client Experience & Wealth Operations Specialist role at Baird.
Are you ready to take on the Client Experience & Wealth Operations Specialist role at Baird?
We would love to welcome a new Client Experience & Wealth Operations Specialist to our group in Boulder, CO, United States.
For the Client Experience & Wealth Operations Specialist position at Baird, we are reviewing applications now.
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