Private Wealth Client Specialist

Baird; Louisville (KY); On-site; USD 60,000 - 75,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to client experiences and the firm’s wealth management objectives.

Ideal candidates have 2+ years in industry or admin work, strong Microsoft Office skills, and licensing or willingness to obtain SIE and Series

Qualifications

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

Responsibilities

• Coordinate onboarding for Financial Advisors and clients, manage prospect pipelines and paperwork.
• Prepare materials and reports for client meetings and events.
• Maintain CRM and communications to support client service models.
• Ensure compliance with firm and regulatory policies across processes.
• Assist with scheduling appointments and coordinating client-facing activities.
• Provide back-up support to other teams as needed.

Skills

Client onboarding

Regulatory compliance

CRM proficiency

Microsoft Office

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to client experiences and the firm’s wealth management objectives.

Ideal candidates have 2+ years in industry or admin work, strong Microsoft Office skills, and licensing or willingness to obtain SIE and Series