Wealth Management Client Services Specialist
Job in
Glasgow, Barren County, Kentucky, 42142, USA
Listed on 2026-07-26
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to enhance client experiences by supporting Financial Advisors with onboarding, communications, and operational tasks. This role plays a pivotal part in coordinating impactful client events.
The ideal candidate has 2+ years of relevant experience, must obtain necessary financial licenses, and possesses strong communication and organizational skills. Proficiency in Microsoft Office is required.
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