Client Services & Onboarding Associate

Baird; Fort Wright (KY); On-site; USD 42,000 - 63,000; Full time

Job summary

Baird is seeking a Client Assistant to deliver outstanding client service and operational support within its Private Wealth Management group. You will help coordinate onboarding, manage communications, support account operations, and assist with client events.

You will work closely with Financial Advisors, maintain CRM accuracy, and ensure regulatory compliance while handling day-to-day client activities and back-up coverage as needed.

Qualifications

• Minimum 2+ years of relevant work experience.
• Bachelor's degree preferred; not required.
• Strong client service focus and excellent communication.
• Proficiency with Word, Excel, PowerPoint; able to navigate PM tech platforms.
• Ability to prioritize and deliver accurate work under deadlines.
• Detail-oriented, organized and analytical with problem-solving skills.

Responsibilities

• Coordinate client onboarding and manage prospect pipelines and new account paperwork.
• Support account operations and maintain CRM with client interactions and reporting.
• Assist with scheduling and coordinating client events and seminars.
• Handle communications, phone calls, and correspondence for Financial Advisors.
• Process transactions and back-up to other teams when needed.

Skills

Client service

Communication

Organizational skills

Analytical thinking

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a Client Assistant to deliver outstanding client service and operational support within its Private Wealth Management group. You will help coordinate onboarding, manage communications, support account operations, and assist with client events.

You will work closely with Financial Advisors, maintain CRM accuracy, and ensure regulatory compliance while handling day-to-day client activities and back-up coverage as needed.