Client Experience Coordinator – Private Wealth

Baird; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Baird is seeking a Client Specialist in Fort Worth, Texas to deliver exceptional client service and operational support to Financial Advisors. The role involves managing client communications, onboarding, and organizing impactful client events.

Candidates should have at least 2 years of industry experience and strong organizational skills. Licensing requirements include the Securities Industry Essentials (SIE) Exam and other Series licenses. Join Baird's Private Wealth Management team to help clients achieve their financial goals.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Must obtain Securities licenses within 18 months of hire.
• Excellent organizational skills with the ability to prioritize workflow.

Responsibilities

• Deliver outstanding client service and support to Financial Advisors.
• Manage client communications and onboarding effectively.
• Coordinate and arrange client events and meetings.

Skills

Client service skills

Verbal communication

Written communication

Organizational skills

Detail-oriented

Problem-solving

Education

Bachelor's degree preferred

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Baird is seeking a Client Specialist in Fort Worth, Texas to deliver exceptional client service and operational support to Financial Advisors. The role involves managing client communications, onboarding, and organizing impactful client events.

Candidates should have at least 2 years of industry experience and strong organizational skills. Licensing requirements include the Securities Industry Essentials (SIE) Exam and other Series licenses. Join Baird's Private Wealth Management team to help clients achieve their financial goals.