- Responsible for client onboarding coordination.
- Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups.
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Client Specialist - Lake Oswego - Robert W. Baird & Co.
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:
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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Client Specialist
Only for registered members Lake Oswego, OR
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Insurance Client Service Specialist
Only for registered members Lake Oswego
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Insurance Client Service Specialist
Only for registered members Lake Oswego
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Client Specialist
Only for registered members Tigard
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Client Services Specialist, Family Office
Only for registered members Lake Oswego
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Client Engagement Specialist
Only for registered members Portland, OR
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Client Services Specialist, Family Office
Only for registered members Lake Oswego, OR
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Client Relations Specialist
Only for registered members Clackamas
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Client Relations Specialist
Full time Only for registered members Clackamas
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Client Relations Specialist
Only for registered members Clackamas, OR
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Client Relations Specialist
Only for registered members Clackamas, OR
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Insurance Client Service Specialist
OTHER Only for registered members Lake Oswego
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Client Relations Specialist
Only for registered members Clackamas, OR
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Client Relations Specialist
Only for registered members Clackamas, Oregon, , United States
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Client Relations Specialist
Only for registered members Clackamas, OR
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Client Relations Specialist
Only for registered members Clackamas, OR
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on call client services specialist
OTHER Only for registered members Portland
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client services specialist on call
OTHER Only for registered members Portland
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Client Intake Specialist
Only for registered members Portland, OR
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Client Care Specialist
Only for registered members Portland, OR
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client services specialist on call
Only for registered members Portland, OR