Wealth Client Experience Specialist

Baird; Columbus (IN); On-site; USD 55,000 - 85,000; Full time

Job summary

Baird is seeking a Client Specialist in Columbus, IN to deliver top-tier client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events, working closely with Financial Advisors.

The role emphasizes compliance, CRM stewardship, and proactive client engagement to enhance advisor effectiveness and client satisfaction.

Qualifications

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

Responsibilities

• Coordinate client onboarding and manage Financial Advisor prospect pipeline.
• Support account operations and client communications for Advisors.
• Assist with proposals, paperwork, and opening accounts; transition assets.
• Maintain CRM and generate reports/ mailings/ emails.
• Plan client events; develop materials and presentations.

Skills

SIE & Series licenses

AI-enabled tools

Microsoft Office

Communication skills

Attention to detail

Organizational skills

Regulatory compliance

Physical ability

Education

Bachelor's degree preferred

Tools

CRM system

Microsoft Office Suite

Job description

Baird is seeking a Client Specialist in Columbus, IN to deliver top-tier client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events, working closely with Financial Advisors.

The role emphasizes compliance, CRM stewardship, and proactive client engagement to enhance advisor effectiveness and client satisfaction.