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Client & Onboarding Specialist – Wealth Management
Job in
Peoria, Maricopa County, Arizona, 85381, USA
Listed on 2026-02-28
Listing for:
Baird
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Peoria is seeking a Client Specialist to enhance client service and operational support. The role involves coordinating client onboarding, managing communications, and assisting Financial Advisors. Candidates must have 2+ years of relevant experience and be willing to obtain necessary securities licenses. Strong organizational and analytical skills are essential. Join this team to contribute to delivering exceptional client experiences in a diverse environment.
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