Client Specialist: Wealth Management & Client Events

Baird; Louisville (KY); On-site; USD 52,000 - 70,000; Full time

Job summary

Baird is seeking a Client Specialist to support Financial Advisors by coordinating client onboarding, managing communications, and handling account operations. You will organize client events, maintain CRM data, and ensure regulatory compliance to enhance the client experience.

Role requires strong organizational skills, proficiency with Microsoft Office, and the ability to work on-site in Louisville, KY. Prior wealth management exposure is a plus.

Qualifications

• 2+ years of industry or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to study within 18 months.
• Strong technology aptitude and ability to adopt AI-enabled solutions.
• Proficient in Microsoft Office Suite and able to navigate wealth management platforms.
• Excellent verbal and written communication skills; detail oriented.
• Strong organizational skills and ability to prioritize workflow.
• Bachelor's degree preferred, not required.
• Ability to lift and transport items up to 25 pounds as needed.

Responsibilities

• Coordinate client onboarding, manage advisor prospect pipelines, prepare paperwork, and open accounts.
• Support account operations and maintain a client service plan with ongoing communications.
• Leverage CRM for client relationships, mailings, reporting, and e-mail tracking.
• Assist with client meetings, seminars, and events; prepare materials and presentations.
• Ensure compliance with firm and industry regulations in daily activities.
• Provide back-up support to other teams and handle special projects as needed.
• Review investment opportunities daily and notify advisors to act on potential opportunities.

Job description

Baird is seeking a Client Specialist to support Financial Advisors by coordinating client onboarding, managing communications, and handling account operations. You will organize client events, maintain CRM data, and ensure regulatory compliance to enhance the client experience.

Role requires strong organizational skills, proficiency with Microsoft Office, and the ability to work on-site in Louisville, KY. Prior wealth management exposure is a plus.