Client Specialist - Denver
1 month ago

Job summary
This role plays a pivotal part in delivering outstanding client service and operational support to one or more Financial Advisors.Responsibilities
- 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 an ongoing communication/client service plan.
- Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Job description
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