Private Wealth Client Concierge

Baird; Alaska; On-site; USD 50,000 - 70,000; Full time

Job summary

Baird is seeking a Client Specialist to support one or more Financial Advisors by coordinating onboarding, responding to client inquiries, and handling account operations within Private Wealth Management.

You’ll manage the CRM and prepare materials for meetings, organize client events, and ensure compliance with financial regulations while delivering exceptional service to help clients achieve their goals.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Must have SIE Exam, Series 7, and Series 66 or 63/65 licenses or be willing to study within 18 months.
• Proficient in Microsoft Office suite with ability to navigate wealth management platforms.
• Strong verbal and written communication, detail orientation, and organization.
• Understanding of compliance regulations and confidentiality.

Responsibilities

• Coordinate client onboarding and account setup; manage advisor prospects and paperwork.
• Maintain CRM and client communications; prepare materials for meetings.
• Support client events and seminars; design content and coordinate presentations.
• Assist with regulatory policy adherence and reporting.
• Provide back-up support to teams and handle various client requests.

Skills

Administrative experience

Communication skills

Microsoft Office

Tech savvy

Detail oriented

Organizational skills

Compliance knowledge

Education

Bachelor's degree preferred

Tools

CRM systems

AI-enabled solutions

Office software

Job description

Baird is seeking a Client Specialist to support one or more Financial Advisors by coordinating onboarding, responding to client inquiries, and handling account operations within Private Wealth Management.

You’ll manage the CRM and prepare materials for meetings, organize client events, and ensure compliance with financial regulations while delivering exceptional service to help clients achieve their goals.