Service Client Jobs in Lake Oswego, OR

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a...

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...

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...

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...

POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading w...