Client Assistant
Robert W Baird & Company•Jasper, IN
397d
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About The Position
As a Client Assistant at Baird, you will provide exceptional client service and operational support to Financial Advisors in the wealth management sector. This role involves client onboarding, managing prospect pipelines, and ensuring adherence to regulatory policies while leveraging Baird's resources to deliver tailored wealth management solutions. You will also maintain the Client Relationship Management (CRM) system and assist in organizing client events, all while working in a fast-paced environment that promotes professional growth and a strong team culture.
