Senior Client Success & Onboarding Strategist

Baird Careers; Tucson (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Baird Careers is seeking a Senior Client Specialist to act as a strategic partner for Financial Advisors, leading complex client onboarding and high-touch communications in a wealth management setting.

The role emphasizes driving efficiencies, supporting growth initiatives, and maintaining strong client service standards through CRM-enabled processes and collaboration with advisory teams.

Qualifications

• Minimum 5+ years of industry work experience.
• Active SIE exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Strong technology aptitude with the ability to adopt AI-enabled solutions.
• Proficient with Microsoft Office (Word, Excel, PowerPoint) and wealth-management platforms.
• Excellent verbal and written communication; detail-oriented with strong analytical and problem-solving skills.
• Bachelor's degree preferred.

Responsibilities

• Coordinate client onboarding, including managing advisor prospect pipeline, preparing paperwork, and transitioning assets.
• Maintain CRM and coordinate client communications to support advisor effectiveness and service levels.
• Assist with proposals, create client meeting materials, and schedule appointments as needed.
• Ensure compliance with firm and industry regulations and maintain professional records.

Skills

Industry experience

Tech savvy

Communication skills

Attention to detail

Analytical skills

Problem solving

Regulatory knowledge

Education

Bachelor's degree preferred

Tools

Microsoft Office

AI-enabled solutions

Wealth management platforms

Job description

Baird Careers is seeking a Senior Client Specialist to act as a strategic partner for Financial Advisors, leading complex client onboarding and high-touch communications in a wealth management setting.

The role emphasizes driving efficiencies, supporting growth initiatives, and maintaining strong client service standards through CRM-enabled processes and collaboration with advisory teams.