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Client Specialist Training Program

4 months ago


Milwaukee, Wisconsin, United States Robert W. Baird & Company, Inc. Full time

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing Client Specialist, Training, Financial Advisor, Program, Specialist, Client Relations, Business Services