CRT Operations Assistant
KY-Louisvilleonsite
Posted 2 days ago · via Workday
About this role
About the Role: Baird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. As a CRT Operations Assistant, you’ll play a key role in supporting the team’s client service model through operational coordination and relationship management.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in KY-Louisville. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams