Client Experience & Wealth Operations Specialist

Baird; Boulder (CO); On-site; USD 33,062 - 50,971; Full time

Benefits offered by this job

Bonus potential up to 8.5%

Comprehensive benefits

Job summary

Baird seeks a Client Specialist in Boulder to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and assist with account operations and client events, directly contributing to advisor success.

You’ll use MS Office and CRM tools to support proposals, paperwork, and reporting, while maintaining confidentiality and regulatory compliance. A background in onboarding and strong communication are essential.

Qualifications

• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses (or willingness to obtain within 18 months).
• 2+ years of prior industry and/or administrative work experience.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with ability to navigate Private Wealth Management tech platforms.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational abilities.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate client onboarding, manage prospect pipeline, assist with proposals and new account paperwork.
• Open accounts, transition assets to Baird, and establish ongoing client service plans.
• Support client meetings by assembling materials and preparing reports.
• Maintain CRM systems and support client communications and mailings.

Skills

SIE Exam

Series 7

Series 66/63 and 65

Microsoft Office

Communication skills

Attention to detail

Organizational skills

Client onboarding experience

Education

Bachelor's degree preferred

Job description

Baird seeks a Client Specialist in Boulder to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and assist with account operations and client events, directly contributing to advisor success.

You’ll use MS Office and CRM tools to support proposals, paperwork, and reporting, while maintaining confidentiality and regulatory compliance. A background in onboarding and strong communication are essential.