About this role
Client Specialist at Baird. Location: Pittsburgh, Pennsylvania, United States. Role: coordinating onboarding, managing communications, supporting accounts Requirements: 2+ years industry or administrative experience; proficiency with Microsoft Office and CRM; maintain client confidentiality; obtain SIE, Series 7 and Series 66 (or Series 63 and 65) within 18 months. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English