As a Client Assistant, You Will. Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing...
As a Client Assistant, You Will. Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing...
Job Posting: Client Assistant / New Team Member. Join Our Wellness and Recovery Spa Team. Are you passionate about health and wellness. Do you love connecting with people and helping them achieve their goals. We are looking for a motivated and personable Client Assistant to join our team and play a key role in supporting our clients on their wellness and recovery journeys. About Us. We are a wellness-focused spa offering services such as cryother...
Job Posting: Client Assistant / New Team Member. Join Our Wellness and Recovery Spa Team. Are you passionate about health and wellness. Do you love connecting with people and helping them achieve their goals. We are looking for a motivated and personable Client Assistant to join our team and play a key role in supporting our clients on their wellness and recovery journeys. About Us. We are a wellness-focused spa offering services such as cryother...
