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Financial Operations Specialist

2 months ago

Martinsville, Indiana, United States Robert W. Baird & Company, Inc. Full time


**Deliver Exceptional Client Experience**

As a key member of our team at Robert W. Baird & Company, Inc., you will provide top-notch client service and operational support to our Financial Advisors. Our business approach is centered around wealth management and portfolio management, and we are seeking a skilled professional to join our team.

**Key Responsibilities:**

  • Coordinate client onboarding, ensuring a seamless experience for our clients.
  • Manage client relationships, building trust and rapport with our clients.
  • Provide operational support to our Financial Advisors, enabling them to focus on growing their business.

**What We Offer:**

A dynamic and supportive work environment, opportunities for growth and development, and the chance to work with a talented team of professionals.