Client Experience Specialist – Wealth Management

Baird Careers; Peoria (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver standout client service and operational support within its Private Wealth Management practice. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen relationships with Financial Advisors and clients.

You will work closely with advisors, leverage CRM for client insights, and ensure adherence to regulatory policies while maintaining confidentiality and high service standards.

Qualifications

• 2+ years in industry or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses.
• Strong technology aptitude including AI-enabled solutions.
• Proficient in Microsoft Office with ability to navigate wealth platforms.
• Excellent verbal and written communication; accurate and detail oriented.

Responsibilities

• Coordinate client onboarding and onboarding paperwork; manage prospect pipeline and new asset transitions.
• Support client communications and adviser activity; organize meetings and events.
• Maintain CRM and client service models; prepare reports and mailings.
• Assist with seminars and client events; develop materials and PowerPoint content.
• Ensure compliance with firm and regulatory policies; protect client confidentiality.

Skills

Tech aptitude

MS Office

Communication

Detail oriented

Organizational skills

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a Client Specialist to deliver standout client service and operational support within its Private Wealth Management practice. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen relationships with Financial Advisors and clients.

You will work closely with advisors, leverage CRM for client insights, and ensure adherence to regulatory policies while maintaining confidentiality and high service standards.