Wealth Client Experience & Onboarding Specialist

Baird; Lexington (KY); On-site; USD 52,000 - 68,000; Full time

Job summary

Baird is seeking a Client Specialist in Lexington, KY to deliver outstanding client service and operational support for one or more Financial Advisors. You will help with onboarding, communications, account operations, and client events to strengthen the Private Wealth Management experience.

You will coordinate proposals, prepare paperwork, manage the CRM, and ensure compliance with regulatory policies while supporting advisor workflows and client relationships.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to study and obtain within 18 months of hire.

Responsibilities

• Coordinate client onboarding with Financial Advisors and manage prospect pipeline.
• Support account operations and paperwork for new accounts and asset transfers.
• Maintain CRM system and client communications to enable well-defined service models.

Skills

Client onboarding

CRM system

Communication

Organization

Regulatory compliance

Microsoft Office

Education

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Baird is seeking a Client Specialist in Lexington, KY to deliver outstanding client service and operational support for one or more Financial Advisors. You will help with onboarding, communications, account operations, and client events to strengthen the Private Wealth Management experience.

You will coordinate proposals, prepare paperwork, manage the CRM, and ensure compliance with regulatory policies while supporting advisor workflows and client relationships.