Client Onboarding & Wealth Management Coordinator

Baird; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support within its Private Wealth Management practice. You will coordinate onboarding, manage communications, support account operations, and assist with client events, helping advisors execute wealth strategies tailored to each client’s goals.

You will work closely with Financial Advisors, leveraging technology to maintain CRM data, run reporting, and ensure regulatory compliance.

Qualifications

• 2+ years of industry and/or administrative work experience.
• 2+ years of direct work experience in the financial services industry in a client-facing role preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
• Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
• Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
• Good analytical and critical problem-solving skills
• Bachelor's degree preferred, not required

Responsibilities

• Coordinate client onboarding and manage client/prospect communications.
• Prepare new account paperwork and open accounts.
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s).
• Support account operations and client events.
• Ensure adherence to firm and regulatory policies.
• Provide back-up to other teams when necessary.
• Review investment opportunities daily with Financial Advisor(s).
• Assist with scheduling client meetings and materials preparation.

Skills

Client-facing experience

Financial services knowledge

Regulatory/compliance awareness

Verbal and written communication

Detail-oriented

Organizational skills

Analytical thinking

Technology aptitude

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

AI-enabled solutions

Private Wealth Management platforms

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support within its Private Wealth Management practice. You will coordinate onboarding, manage communications, support account operations, and assist with client events, helping advisors execute wealth strategies tailored to each client’s goals.

You will work closely with Financial Advisors, leveraging technology to maintain CRM data, run reporting, and ensure regulatory compliance.