Client Specialist — Private Wealth Onboarding & Service

Baird is seeking a Client Specialist in Bloomington, Indiana, to provide exceptional client service and operational support to Financial Advisors. The role includes coordinating client onboarding, managing communications, and aiding in the organization of client events. Candidates should possess 2+ years of relevant experience, be willing to obtain necessary licenses, and demonstrate strong organizational and communication skills. A Bachelor's degree is preferred but not required. Join Baird to help clients successfully navigate their financial journeys.
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