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Client Service Representative
2 months ago
Job Summary:
We are seeking a highly skilled Client Specialist to provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.
Key Responsibilities:
- Client onboarding coordination, including managing client relationships and ensuring a seamless onboarding experience.
- Providing operational support to Financial Advisors, including managing client data and ensuring compliance with regulatory requirements.
- Collaborating with cross-functional teams to achieve business objectives and drive client satisfaction.
Requirements:
- Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Knowledge of financial services industry and regulatory requirements, with the ability to apply this knowledge to ensure compliance and drive business results.
About Robert W. Baird & Company, Inc.:
Robert W. Baird & Company, Inc. is a leading financial services firm that provides wealth management, investment banking, and asset management services to individuals, families, and institutions. We are committed to delivering exceptional client service and driving business results through our talented team of professionals.
