Client Specialist - Lake Oswego - Robert W. Baird & Co.

    Robert W. Baird & Co.
    Robert W. Baird & Co. Lake Oswego

    1 week ago

    Description

    About the Role

    As a 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,
    and supporting account operations.



    The Impact You'll Make:

    • Responsible for client onboarding coordination.
    • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups.

    h4>You will Answer all incoming phone calls as appropriate.
    h5>Maintain accurate records regarding business dealings including
    deals made both by your company also other organizations like what other might become involved.., when completing service requests where necessary taking proactive steps regularly seeking ways enhance effectiveness/better respond etc..

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