Client Onboarding & Wealth Management Support Specialist

Baird Careers; Asheville (NC); On-site; USD 52,000 - 62,000; Full time

Job summary

Baird is hiring a Client Assistant to deliver exceptional client service and seamless operational support for Financial Advisors in Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations and client events.

Ideal candidates possess 2+ years of relevant experience, strong MS Office skills, and a client-focused mindset. Training for securities licenses is provided, with a growth path in wealth management.

Qualifications

• Two or more years of relevant client service experience.
• Strong client service focus and communication skills.
• Willingness to study for SIE, Series 7 and 66 within 18 months.
• Proven technical aptitude and ability to learn new tools, including AI-enabled solutions.
• Proficient in Microsoft Office with ability to navigate wealth management platforms.
• Detail-oriented, organized, and able to prioritize workflow.
• Bachelor's degree preferred.

Responsibilities

• Coordinate client onboarding activities, including prospect pipeline, new account paperwork, and asset transfers.
• Maintain CRM and use it to manage client relationships, mailings, reporting, and events.
• Answer incoming calls and schedule appointments as needed.
• Support account operations and regulatory compliance.
• Assist with client events and seminars, developing lists and materials.

Skills

Client service

Technology aptitude

Communication

MS Office

Detail orientation

Organization

Analytical thinking

Education

Bachelor's degree

Tools

CRM system

Microsoft Office (Word, Excel, PowerPoint)

Job description

Baird is hiring a Client Assistant to deliver exceptional client service and seamless operational support for Financial Advisors in Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations and client events.

Ideal candidates possess 2+ years of relevant experience, strong MS Office skills, and a client-focused mindset. Training for securities licenses is provided, with a growth path in wealth management.