About this role
Client Specialist at Baird. Location: Houston, Texas, United States. Role: coordinating onboarding, managing communications, organizing events Requirements: 2+ years industry or administrative experience; active SIE and Series 7 and Series 66 (or Series 63 and Series 65); proficiency with Microsoft Word, Excel, PowerPoint; strong communication, organization, and compliance knowledge. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, X Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English