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Baird

Wealth Client Services Specialist

Baird, Princeton, Indiana, United States, 47670

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A financial services company located in Indiana seeks a Client Assistant to provide operational support and outstanding client service. The role involves managing client onboarding, maintaining communications, and assisting Financial Advisors. Candidates should have over 2 years of experience, a strong focus on client service, and the ability to obtain licensure within 18 months. Proficiency in Microsoft Office is essential, and a Bachelor's degree is preferred. The company values diversity and offers opportunities to all applicants. #J-18808-Ljbffr