Client Contact Jobs in Lake Oswego, OR
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Client Specialist
Baird
Lake Oswego - USA
About the Role:As aClient Specialistat Baird youll play a pivotal role in delivering outstanding client service and operational support to one or more Financial be at the heart of the client experiencecoordinating onboarding managing communications supporting account operations and helping organize...
Client Planning Specialist
Baird
Lake Oswego - USA
As a Client Planning Specialist you will:Provide financial planning client service and operational support to one or more Financial Advisors following a wealth management or portfolio management business approach.Owning and managing all or a portion of the Financial Advisors financial planning activ...
Client Planning Specialist
Baird
Lake Oswego - USA
About the Role:As a Client Planning Specialist at Baird youll provide advanced financial planning and client service support for one or more Financial Advisors and their clients. Youll lead the creation and delivery of financial plans using Bairds Private Wealth Management technology platforms manag...
