Baird seeks a Client Specialist in Boulder to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and assist with account operations and client events, directly contributing to advisor success.
You’ll use MS Office and CRM tools to support proposals, paperwork, and reporting, while maintaining confidentiality and regulatory compliance. A background in onboarding and strong communication are essential.
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AD Operations Specialist
Baird · Boulder, CO, USA ·
- Job type:
- Full Time