Client Onboarding & Wealth Management Support Specialist

Baird; Durango (CO); On-site; USD 29,000 - 43,000; Full time

Job summary

Baird in Colorado's Durango region seeks a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling account operations. You’ll help organize client events, prepare materials, and maintain the CRM to deliver a seamless client experience.

You’ll work closely with Advisors, ensure regulatory compliance, and may assist with social media and seminar logistics.

Qualifications

• 2+ years of relevant admin/industry experience.
• Active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months.
• Strong technology aptitude and ability to adopt AI-enabled solutions.
• Proficiency in Microsoft Office with ability to learn platforms.

Responsibilities

• Onboard clients and coordinate essential paperwork with Financial Advisors.
• Maintain client communications and manage CRM for client service plans.
• Support account operations and prepare materials for meetings.
• Assist with client events and seminars as needed.
• Ensure compliance with regulatory policies and protect client confidentiality.
• Respond to inquiries, schedule appointments, and coordinate resources.

Skills

Communication skills

Attention to detail

Organizational skills

Critical thinking

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird in Colorado's Durango region seeks a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling account operations. You’ll help organize client events, prepare materials, and maintain the CRM to deliver a seamless client experience.

You’ll work closely with Advisors, ensure regulatory compliance, and may assist with social media and seminar logistics.