Client Specialist - Wichita - Baird

    Baird
    Baird Wichita

    5 days ago

    Description

    About Us

    Baird is a leading wealth management firm dedicated to understanding each client's unique vision and tailoring solutions to help them succeed.


    The Role:

    • 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 establishing ongoing communication/client service plan.

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