Wealth Client Concierge & Onboarding Specialist

Baird; Pittsburgh (Allegheny County); On-site; USD 65,000 - 75,000; Full time

Job summary

Baird is hiring a Client Specialist to deliver exceptional client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience in Baird’s Private Wealth Management practice.

Your role centers on onboarding, CRM management, reg-compliance, and proactive client engagement to help advisors grow their business and better serve clients with tailored

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active securities licenses: SIE, Series 7 and Series 66 or Series 63/65, or willingness to obtain within 18 months.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and capable of navigating wealth management tech platforms.
• Excellent verbal and written communication skills; ability to exchange ideas clearly.
• Detail oriented with emphasis on accuracy.
• Strong organizational skills and ability to prioritize workflow to meet goals.
• Understands compliance regulations and maintains client confidentiality.
• Good analytical and critical problem-solving skills.

Responsibilities

• Coordinate client onboarding, manage prospect pipeline, assist with proposal generation, and prepare new account paperwork.
• Open accounts and transition assets to Baird; establish ongoing client service plans.
• Leverage Corporate Resource Groups to tailor wealth management solutions.
• Answer calls, assess needs, and inform Financial Advisor of actions taken.
• Schedule client appointments and book conference rooms as needed.
• Prepare materials for client meetings and ensure regulatory policy compliance.
• Assist FA(s) with social media presence and CRM updates.

Skills

Industry experience

Series licenses

Tech aptitude

MS Office

Communication

Attention to detail

Organization

Compliance knowledge

Analytical thinking

Education

Bachelor's degree

Tools

Microsoft Office

Wealth mgmt platforms

AI-enabled solutions

Job description

Baird is hiring a Client Specialist to deliver exceptional client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience in Baird’s Private Wealth Management practice.

Your role centers on onboarding, CRM management, reg-compliance, and proactive client engagement to help advisors grow their business and better serve clients with tailored