Financial Services Representative

3 days ago


Murfreesboro, Tennessee, United States Robert W. Baird & Company, Inc. Full time
Key Responsibilities

As a Client Specialist at Robert W. Baird & Company, Inc., you will provide exceptional client service and operational support to one or more Financial Advisors. Your primary focus will be on client onboarding coordination, ensuring a seamless experience for our clients.

Key Accountabilities
  • Manage client onboarding processes, including coordination with Financial Advisors and internal teams.
  • Provide operational support to Financial Advisors, ensuring they have the necessary resources to deliver exceptional client service.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences.
  • Collaborate with cross-functional teams to ensure effective communication and coordination.
Requirements

To succeed in this role, you will need excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. You should be able to prioritize tasks effectively and manage multiple projects simultaneously.



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