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Baird

Wealth Client Experience Specialist

Baird, Mill Valley, California, us, 94942

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A financial services firm in Mill Valley seeks a Client Specialist to support Financial Advisors and enhance client experiences. Responsibilities include client onboarding, managing communications, and ensuring compliance with industry regulations. Ideal candidates will have 2+ years in a related role, proficiency in Microsoft Office, and strong organizational skills. Competitive hourly compensation ranges from $27.18 to $40.83, along with bonus potential. #J-18808-Ljbffr