Wealth Client Experience Specialist

Baird Careers; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Baird is seeking a Client Specialist in Dallas to deliver outstanding client service and operational support to Financial Advisors. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to Baird’s Private Wealth Management.

Maintain the CRM, prepare meeting materials, handle paperwork, and ensure regulatory compliance, while using Microsoft Office and AI-enabled tools to enhance efficiency and client engagement.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• 2+ years of direct work experience in the financial services industry in a client-facing role preferred.
• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
• Proficient in Microsoft Office suite with the ability to learn and navigate wealth management platforms.
• Excellent verbal and written communication skills; ability to exchange ideas clearly.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills to prioritize workflow and meet deadlines.
• Understands compliance regulations and maintains client confidentiality.
• Bachelor's degree preferred, not required.

Responsibilities

• Coordinate onboarding for clients, manage prospect pipelines and new account paperwork.
• Maintain communications and client service plans for Financial Advisors.
• Support account operations and assist with client events and meetings.
• Maintain CRM and leverage it for reporting, mailings, and client engagement.
• Assist with transactions, paperwork, and client requests as needed.
• Ensure compliance with firm and industry policies.
• May manage FA/Team social media presence and seminars.
• Organize materials for client meetings and prepare presentations.
• Proactively review investment opportunities and notify advisors to act.
• Provide back-up support to other teams as necessary.

Skills

Client-facing experience

SIE and Series licenses

Strong communication

Organizational skills

Detail-oriented

Compliance knowledge

Technology aptitude

Office software proficient

Education

Bachelor's degree preferred, not required

Tools

Microsoft Office

AI-enabled tools

Job description

Baird is seeking a Client Specialist in Dallas to deliver outstanding client service and operational support to Financial Advisors. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to Baird’s Private Wealth Management.

Maintain the CRM, prepare meeting materials, handle paperwork, and ensure regulatory compliance, while using Microsoft Office and AI-enabled tools to enhance efficiency and client engagement.