Private Wealth Client Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Grass Valley (CA); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors in Private Wealth Management.

You will coordinate onboarding, manage communications, assist with account operations, and help organize client events, driving the client experience and wealth planning for diverse client needs. The role emphasizes regulatory compliance, CRM management, and collaboration with internal groups.

Qualifications

• 2+ years of industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline.
• Assist with proposal generation and new account paperwork.
• Open accounts and transition assets to Baird.
• Maintain CRM and client service models.
• Support client events and meetings with materials.

Skills

Industry experience

Technology aptitude

Communication skills

Organizational skills

Education

Bachelor's degree preferred

Licensing: SIE/Series 7/66 or 63/65

Tools

Microsoft Office

CRM systems

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors in Private Wealth Management.

You will coordinate onboarding, manage communications, assist with account operations, and help organize client events, driving the client experience and wealth planning for diverse client needs. The role emphasizes regulatory compliance, CRM management, and collaboration with internal groups.