Wealth Client Experience Specialist

Baird; Anchorage (AK); On-site; USD 55,000 - 85,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors within the Private Wealth Management division. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

Your role focuses on understanding each client’s vision and tailoring solutions, while maintaining compliance and leveraging CRM to enhance service delivery.

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 obtain within 18 months.
• Proficient in Microsoft Office with ability to learn PW Management tech.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Understands compliance regulations and maintains client confidentiality.

Responsibilities

• Coordinate client onboarding and account setup for Financial Advisors.
• Support client communications and organize client events.
• Maintain CRM for Financial Advisors and manage client service plans.

Skills

Attention to detail

Communication skills

Organizational skills

Analytical thinking

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors within the Private Wealth Management division. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

Your role focuses on understanding each client’s vision and tailoring solutions, while maintaining compliance and leveraging CRM to enhance service delivery.