Client Specialist: Onboarding & Wealth Support

Baird; Fort Wright (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, communications, and account operations while helping organize client events to enhance the client experience.

This role emphasizes partnership with advisors, maintaining client confidentiality, and adherence to regulatory policies. Strong MS Office skills and 2+ years of relevant experience are required.

Qualifications

• 2+ years of industry and/or administrative work experience.

Responsibilities

• Coordinate client onboarding and prospect pipeline for Financial Advisor(s).
• Prepare and manage account paperwork and new account setup.
• Maintain and leverage CRM for client service models and reporting.
• Support scheduling of client meetings and events; organize seminars as directed.
• Generate materials for client meetings, including reports and paperwork.
• Ensure compliance with firm and financial industry regulations.
• Assist with action items for Financial Advisor(s) and team as needed.
• Provide back-up support to other branches or teams when required.

Skills

Client service

MS Office

Communication skills

Detail oriented

Organizational skills

Regulatory compliance knowledge

Analytical skills

Bachelor's degree preferred

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM system

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, communications, and account operations while helping organize client events to enhance the client experience.

This role emphasizes partnership with advisors, maintaining client confidentiality, and adherence to regulatory policies. Strong MS Office skills and 2+ years of relevant experience are required.