Senior Client Specialist: Onboarding & Growth Partner

Baird Careers; Boulder (CO); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Bonus potential up to 10.5% of basepay

Total Rewards at Baird

Job summary

Baird seeks a Senior Client Specialist in Boulder, CO to partner with Financial Advisors, handling complex client onboarding, high-touch communications, and process efficiencies in a dynamic wealth management environment.

Ideal candidates hold SIE, Series 7, and Series 66/63 or 65 licenses with 5+ years of experience, and excel in analytics, service, and proactive problem solving while coordinating client events and maintaining CRM systems.

Qualifications

• 5+ years of prior industry work experience
• Active SIE Exam, Series 7, and Series 66/63 and Series 65 licenses required
• Strong technology aptitude with ability to adopt new tools including AI-enabled solutions
• Proficient in Microsoft Office suite with ability to learn PM platforms
• Bachelor's degree preferred, not required

Responsibilities

• Lead client onboarding coordination and manage prospect pipeline
• Maintain CRM system and develop well-defined client service models
• Coordinate seminars and client events; design materials and presentations
• Provide back-up to other teams and support branch operations as needed
• Proactively review investment opportunities and notify Advisors of actions to grow the business

Skills

Excellent verbal and written comms

Analytical skills

Proactive problem solving

Strong technology aptitude

Education

Bachelor's degree preferred

Tools

Microsoft Office

AI-enabled solutions

Job description

Baird seeks a Senior Client Specialist in Boulder, CO to partner with Financial Advisors, handling complex client onboarding, high-touch communications, and process efficiencies in a dynamic wealth management environment.

Ideal candidates hold SIE, Series 7, and Series 66/63 or 65 licenses with 5+ years of experience, and excel in analytics, service, and proactive problem solving while coordinating client events and maintaining CRM systems.