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PWM Transition Specialist
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Full-time
- As a PWM Transition Specialist, you will:Be responsible for transitioning veteran Financial Advisors and their support staff to Baird.
- Provide the client with a seamless transition, ensuring proper account setup, while being cognizant of account features, preferences & managed setup to new accounts.
- Work with clients directly with minimal oversight from Financial Advisor.
- Work with the Financial Advisor and client to rebuild and resume normal business processes.
- Baird provides significant technology training, plus extensive one-on-one training and support.
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Updated 27 days agoSimilar Job
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