About this role
Client Assistant at Baird. Location: Cleveland, Ohio, United States. Role: delivering service, coordinating onboarding, managing communications Requirements: 2+ years relevant experience; strong client service, detail orientation, Microsoft Office proficiency; expected to obtain SIE, Series 7 and 66 within 18 months. Category: Business Operations Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter Commitment: Full Time Workplace: Onsite Languages: English