Private Wealth Client Services Specialist Job at Baird, Raleigh, NC

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  • Baird
  • Raleigh, NC

Job Description

A leading financial services firm in Raleigh is seeking a Client Specialist to enhance client experiences by coordinating onboarding, managing communications, and supporting account operations. The ideal candidate will demonstrate strong organizational skills and the ability to prioritize effectively. Financial service knowledge and licenses are preferred, but training will be provided. This role is critical in supporting the Private Wealth Management business, offering a chance to contribute to client success and engagement.

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