Wealth Management Client Concierge
bairdCharleston, WV
Wealth Management Client Concierge
L3
bairdCharleston, WV2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesBaird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events.
Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with
Apply now
Level
JuniorL3
Location
Charleston, WV
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
To get sharper similar jobs, create your profile using the link below.