Wealth Client Concierge & Onboarding Lead

Baird; Asheville (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Baird is seeking a Client Assistant in Asheville, NC to support Financial Advisors with onboarding, client communications, and account operations. You will help manage client events and seminars, maintain CRM data, and coordinate scheduling and correspondence.

A strong focus on client service and organizational skills is essential. The role supports Baird's Private Wealth Management team and offers training opportunities to become licensed (SIE, Series 7/66) with employer-paid tuition.

Qualifications

• 2+ years of relevant work experience.
• Focus on excellent client service.
• Willingness to study for SIE, Series 7 and 66 within 18 months; training paid by employer.

Responsibilities

• Coordinate client onboarding and manage Financial Advisor prospect pipeline.
• Maintain and leverage CRM for client relationships and reporting.
• Prepare materials for client events and coordinate seminars.
• Answer calls and schedule appointments; support account operations.
• Ensure compliance with regulatory policies and internal procedures.

Skills

Client service

Technology aptitude

Microsoft Office

Education

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Baird is seeking a Client Assistant in Asheville, NC to support Financial Advisors with onboarding, client communications, and account operations. You will help manage client events and seminars, maintain CRM data, and coordinate scheduling and correspondence.

A strong focus on client service and organizational skills is essential. The role supports Baird's Private Wealth Management team and offers training opportunities to become licensed (SIE, Series 7/66) with employer-paid tuition.