Client Specialist - Mill Valley

Only for registered members Mill Valley, United States

1 week ago

Default job background
$27.18 - $40.83 (USD)

Job summary

As Client Specialist at Baird you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.


You'll be at the heart of the client experience coordinating onboarding managing communications supporting account operations and helping organize impactful client events.

Your work will directly contribute to the success of Bairds Private Wealth Management business where true wealth management means understanding each clients unique vision and tailoring solutions to help them succeed.


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