Baird
Wealth Client Specialist: Onboarding & Service
Baird, Knoxville, Tennessee, United States, 37955
A financial services firm in Knoxville is seeking a Client Specialist to enhance client experiences by coordinating onboarding, managing communications, and supporting account operations. The successful candidate will have a minimum of 2 years' experience and relevant licenses, with responsibilities including organizing client events and maintaining the CRM system. Proficiency in Microsoft Office is essential for success in this dynamic role. Competitive compensation and support for further training are provided.
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