Client Experience Specialist - Wealth Management & Onboarding

Baird Careers; Columbus (IN); On-site; USD 52,000 - 66,000; Full time

Job summary

Baird is seeking a Client Specialist in Columbus, Indiana to support Financial Advisors by delivering outstanding client service and handling onboarding, account operations, and client communications. You will manage CRM, prepare materials for meetings, and assist with client events, while ensuring compliance with industry policies and maintaining confidentiality.

You will collaborate with Advisors, coordinate transactions and paperwork, monitor opportunity review daily, and help optimize client

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
• Proficient in Microsoft Office suite with the ability to learn and navigate Private Wealth Management platforms.
• Excellent verbal and written communication skills; ability to exchange ideas and information clearly.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills to prioritize workflow and meet goals in a timely manner.
• Understanding of compliance regulations and client confidentiality.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline with advisors.
• Prepare new account paperwork and open accounts; transition assets to Baird.
• Maintain ongoing client service plans and communications.
• Assist with client events and seminars, including materials and content.
• Assemble materials for client meetings and prepare reports.
• Ensure adherence to firm and industry regulatory policies.
• May manage FA/team social media presence and CRM updates.
• Enter transactions and support account servicing as needed.
• Support back-up to other teams and drive opportunity review with advisors.

Skills

Communication skills

Technology aptitude

Detail oriented

Organizational skills

Analytical skills

Education

SIE Exam

Series 7

Series 66 / 63 & 65 licenses

Tools

Microsoft Office

Job description

Baird is seeking a Client Specialist in Columbus, Indiana to support Financial Advisors by delivering outstanding client service and handling onboarding, account operations, and client communications. You will manage CRM, prepare materials for meetings, and assist with client events, while ensuring compliance with industry policies and maintaining confidentiality.

You will collaborate with Advisors, coordinate transactions and paperwork, monitor opportunity review daily, and help optimize client