About this role
Client Assistant at Baird. Location: Ann Arbor, Michigan, United States. Role: onboarding clients, managing CRM, coordinating events Requirements: 2+ years relevant experience; study for SIE, Series 7 and 66 within 18 months; strong client service and MS Office skills. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, CRM, PowerPoint, Excel, Word Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English