Branch Client Service & Marketing Ops Specialist

Baird; Greensburg (Westmoreland County); On-site; USD 42,000 - 62,000; Full time

Job summary

Baird is seeking an organized administrative professional for its Greensburg, PA branch to handle client service and marketing functions within a wealth management framework. The role requires strong communication skills and the ability to support advisors, manage CRM, and coordinate branch operations.

Responsibilities include supporting social media efforts, streamlining internal processes, and handling deposits and office logistics.

Qualifications

• 1+ years customer service or administrative experience; preferably in financial services.
• Strong communication and client service skills.
• Proficient with Microsoft Office; comfortable with new tools incl. AI-enabled solutions.
• Detail oriented with analytical and problem-solving abilities.
• Ability to work independently and handle challenging client situations.
• Ability to lift up to 25 pounds for office tasks.

Responsibilities

• Serve as liaison between financial advisors and PWM support teams.
• Assist social media strategy for the branch (LinkedIn, Website, X).
• Enhance internal operations for adviser effectiveness and marketability.
• Maintain CRM system and manage client communications and reporting.
• Coordinate student workers and interns with branch leadership.
• Process daily check deposits and vendor/office logistics.
• Maintain compliance knowledge for internal inquiries.
• Log weekly switchboard calls and handle mail/faxes/files as needed.
• Support open hours by scheduling rooms and restocking supplies.
• Perform other duties as assigned.

Skills

Verbal communication

Telephone skills

Client service

Detail oriented

Critical thinking

Problem solving

Analytical skills

Independent work

Handling challenging clients

Tech aptitude incl. AI tools

Microsoft Office

CRM / Wealth mgmt tools

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Job description

Baird is seeking an organized administrative professional for its Greensburg, PA branch to handle client service and marketing functions within a wealth management framework. The role requires strong communication skills and the ability to support advisors, manage CRM, and coordinate branch operations.

Responsibilities include supporting social media efforts, streamlining internal processes, and handling deposits and office logistics.