Client Specialist - Private Wealth Onboarding & Support

ROBERT W. BAIRD & CO. INCORPORATED; Grand Rapids (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and operational support within its Private Wealth Management group.

You will coordinate onboarding, manage communications, support account operations, and assist with client events to help Advisors grow their business. You will handle paperwork, prepare materials for meetings, and maintain CRM records while ensuring compliance with firm policies.

Qualifications

• 2+ years of administrative or industry experience.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple priorities and coordinate with teams.

Responsibilities

• Coordinate onboarding and client communications for Financial Advisors.
• Assist with account operations and paperwork, including new accounts and asset transitions.
• Prepare paperwork and materials for client meetings and events.
• Maintain CRM accuracy and support regulatory compliance.
• Provide back-up support to other teams as needed.
• Support the FA and team’s social media presence and client events.

Skills

Organizational skills

Verbal & written communication

Attention to detail

Client service mindset

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and operational support within its Private Wealth Management group.

You will coordinate onboarding, manage communications, support account operations, and assist with client events to help Advisors grow their business. You will handle paperwork, prepare materials for meetings, and maintain CRM records while ensuring compliance with firm policies.