Client Specialist: Wealth Management Support & Outreach

Baird; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Baird is seeking a Client Specialist in Scottsdale to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events for one or more Financial Advisors.

Key duties include preparing new account paperwork, maintaining CRM, and assisting with seminars and client meetings to enhance the advisor's business and client experience.

Qualifications

• 2+ years of industry or administrative work experience.
• SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses required.
• Proficient in Microsoft Office with ability to navigate wealth management platforms.
• Excellent communication and detail-oriented approach.
• Organizational skills to manage multiple priorities for advisors.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines.
• Prepare paperwork and open new accounts; transition assets and maintain service plans.
• Support client communications and organizer client events.
• Maintain CRM and assist with mailings, reporting, and tracking emails.
• Assist with seminars, materials, and PowerPoint presentations.
• Ensure compliance with regulatory policies and confidentiality.

Skills

Client service

Verbal & written communication

Organizational skills

Attention to detail

Regulatory compliance

Time management

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

Baird is seeking a Client Specialist in Scottsdale to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events for one or more Financial Advisors.

Key duties include preparing new account paperwork, maintaining CRM, and assisting with seminars and client meetings to enhance the advisor's business and client experience.