Wealth Management Client Specialist Training
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-07-08
Listing for:
Baird
Part Time, Apprenticeship/Internship
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Baird is seeking a Client Specialist in West Palm Beach, Florida, responsible for client service and business operations of Financial Advisors. You will handle client onboarding, manage communications, and ensure adherence to compliance regulations.
This position offers a flexible work-life balance in a fast-paced environment, with a strong focus on client service and teamwork. Baird is known for its unique culture and significant training and support for professional growth.
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