Wealth Client Assistant: Onboarding & Advisor Support

Baird; Cleveland (OH); On-site; USD 31,000 - 40,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Total Rewards program

Job summary

Baird is seeking a Client Assistant in Cleveland to deliver top-notch client service and operational support to Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen the client experience.

Role requires 2+ years of experience, MS Office proficiency, and strong written and verbal communication. Training for SIE and Series 7/66 is provided and expected within 18 months of hire.

Qualifications

• 2+ years of relevant work experience.
• Focus on excellent client service.
• SIE exam and Series 7/66 licensures within 18 months of hire; training provided by Baird.

Responsibilities

• Coordinate client onboarding and manage prospect pipelines with Financial Advisors.
• Maintain and leverage CRM to support client service models and communications.
• Answer incoming calls and schedule client appointments or conferences as needed.
• Ensure adherence to firm and financial industry regulatory policies.
• Organize and coordinate client events and seminars as directed by Advisors.

Skills

Client service

Microsoft Office

Communication

Detail oriented

Organization

Analytical skills

SIE/Series licensure

Education

Bachelor’s degree preferred; not required

Tools

CRM software

PowerPoint

Job description

Baird is seeking a Client Assistant in Cleveland to deliver top-notch client service and operational support to Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen the client experience.

Role requires 2+ years of experience, MS Office proficiency, and strong written and verbal communication. Training for SIE and Series 7/66 is provided and expected within 18 months of hire.