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Onboarding & Client Services Associate – Private Wealth

Baird, Durango, CO, United States


Baird in Durango, Colorado is seeking a Client Assistant to deliver exceptional client service and operational support. The successful candidate will coordinate client onboarding, maintain CRM systems, and organize events, while being expected to obtain relevant securities licensures. Offering an hourly rate of $21.03 - $27.80 with potential for bonuses, this role invites individuals with strong communication and organizational skills to contribute to wealth management success.
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