Job Title:
Client Specialist
Company: Robert W. Baird & Company, Inc.
Location: Glasgow, KY
Created: 2024-04-20
Job Type: Full Time
Job Description:
Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services, Management