Client Specialist: Wealth Management & Client
Job in
Evansville, Vanderburgh County, Indiana, 47725, USA
Listed on 2026-01-16
Listing for:
Baird
Full Time
position Listed on 2026-01-16
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Evansville, Indiana, seeks a Client Specialist to enhance client service and support Financial Advisors. Responsibilities include client onboarding, managing communications, and organizing client events. The ideal candidate will have 2+ years of experience, strong organizational skills, and proficiency in Microsoft Office. Licensing support is available if needed. Join a team dedicated to understanding each client's unique vision and delivering tailored solutions.
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