Ella Chesney

Client Assistant at Baird

Role
Client Assistant at Baird
Location
Franklin, TN, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Client Assistant

    Baird

    Jun 2025 — Present · Franklin, TN, US

    Supports financial advisors by managing client communications and ensuring timely responses. • Prepares comprehensive financial documents to facilitate smooth client onboarding processes. • Enhances client satisfaction through organized record-keeping and proactive follow-ups. • Contributes to the overall success of Baird by fostering a seamless client experience in Franklin, TN.

Education

  • University of Tennessee, Knoxville

    Bachelor's degree, Psychology

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Ella Chesney — Client Assistant at Baird in Franklin, TN, US | Unifers