About this role
Client Specialist at Baird. Location: West Palm Beach, Florida, United States. Role: coordinating onboarding, handling calls, maintaining CRM Requirements: 2+ years industry or administrative experience; SIE and Series 7 plus Series 66 or Series 63 & 65 (or willingness to obtain within 12 months); proficient with Microsoft Office; strong client service, communication, detail and compliance skills. Category: Finance and Accounting Seniority: Entry Level Tools: Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, Twitter, Private Wealth Management technology platforms Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: Shona, English