Client Experience Specialist - Wealth Management

Baird Careers; Louisville (KY); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Baird is seeking a Client Specialist in Louisville to deliver outstanding client service and reduce friction across onboarding, communications, and account operations. You will work closely with Financial Advisors to tailor client experiences and support day-to-day wealth management activities.

The role emphasizes regulatory compliance, accurate paperwork handling, and proactive client engagement to drive advisor business outcomes. Strong communication and organizational skills are essential.

Qualifikationen

• Excellent communication skills, both written and verbal.
• Strong organizational skills with ability to prioritize tasks.
• Detail oriented with accuracy in all client-related work.
• Solid analytical and problem-solving abilities.
• Comfort with adopting new tools and AI-enabled solutions.

Aufgaben

• Coordinate client onboarding and manage advisor prospect pipelines.
• Prepare new account paperwork and open client accounts; transition assets.
• Maintain ongoing client communications and service plans.
• Support account operations and regulatory compliance adherence.
• Organize client events/seminars and develop materials for meetings.
• Maintain and utilize CRM for client relationships, mailings, and reporting.
• Back up branch/team as needed and assist with special projects.
• Review investment opportunities daily and notify advisors as needed.

Kenntnisse

Verbal & written communication

Organizational skills

Attention to detail

Analytical thinking

Technology aptitude

Ausbildung

Active SIE Exam; Series 7/66 or Series 63/65 licenses

Bachelor's degree preferred

Tools

Microsoft Office

Jobbeschreibung

Baird is seeking a Client Specialist in Louisville to deliver outstanding client service and reduce friction across onboarding, communications, and account operations. You will work closely with Financial Advisors to tailor client experiences and support day-to-day wealth management activities.

The role emphasizes regulatory compliance, accurate paperwork handling, and proactive client engagement to drive advisor business outcomes. Strong communication and organizational skills are essential.