Wealth Branch Operations & Client Services Specialist

Baird; Durango (CO); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Total Rewards at Baird

Job summary

Baird is hiring an administrative client service coordinator in Durango, CO. You will support wealth management operations, manage CRM communications, and help execute marketing efforts for the branch.

The role emphasizes professional client interaction, data accuracy, and branch operations. Requires strong communication, office software proficiency, and willingness to learn PWM tools.

Qualifications

• 1+ years of customer service or administrative experience
• Strong communication and client service skills
• Ability to learn new tools including AI-enabled solutions
• Proficient in Microsoft Office and private wealth platforms
• Detail oriented with proactive problem solving

Responsibilities

• Greet and direct clients, visitors and partners professionally
• Liaise between financial advisors and PWM support teams
• Assist Social Media strategy for the branch (LinkedIn, website, X)
• Maintain CRM and manage client communications and reporting
• Process daily check deposits and mail/document handling
• Support branch operations and vendor event coordination
• Log compliance files and wire/branch daily reports

Skills

Verbal communication

Telephone/client service

Detail oriented

Critical thinking

Analytical skills

Independent work

Problem solving

Tech aptitude

Education

High school diploma

Associate or Bachelor’s preferred

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

CRM systems

Job description

Baird is hiring an administrative client service coordinator in Durango, CO. You will support wealth management operations, manage CRM communications, and help execute marketing efforts for the branch.

The role emphasizes professional client interaction, data accuracy, and branch operations. Requires strong communication, office software proficiency, and willingness to learn PWM tools.