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CLIENT SPECIALIST
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Bai...
Company | Baird |
---|---|
Address | Portland, ME |
Category | Sales/marketing |
Salary | $23.89 - $31.74 an hour |
Job type | Full-time |
Date Posted | a month ago See detail |
Client Specialist
Baird
Portland, ME
$23.89 - $31.74 an hour
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Bai...
a month ago seen See more...
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