Wealth Client Concierge & Onboarding Specialist
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Baird is hiring a Client Specialist to deliver outstanding client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events, underpinning advisor success and client satisfaction.
You will use CRM tools to maintain relationships, process paperwork, and ensure regulatory compliance. A 2+ year background in the industry or admin work is expected, with licenses or the drive to
We are currently recruiting a Wealth Client Concierge & Onboarding Specialist for our team in Milwaukee, WI, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Concierge & Onboarding Specialist role in the description above.
We appreciate your interest in this position.
Join Baird and contribute to our ongoing work.
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