About this role
Client Assistant at Baird. Location: Indianapolis, Indiana, United States. Role: onboard clients, coordinate events, maintain CRM Requirements: 2+ years relevant experience; strong client service; study for SIE, Series 7, and 66 within 18 months; proficient in Microsoft Office; good communication; detail oriented; organized. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, CRM software Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English