Wealth Client Experience Specialist

Baird; Evansville (IN); On-site; USD 42,000 - 65,000; Full time

Job summary

Baird in Evansville, IN is seeking a Client Specialist to deliver outstanding client service and support for Financial Advisors, coordinating onboarding, account operations, and client events. You will be at the heart of the client experience, helping organize onboarding, managing communications, and supporting advisory teams.

Responsibilities include maintaining CRM, preparing paperwork, handling client requests, and ensuring regulatory compliance.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
• Strong technology aptitude and ability to adopt new tools, including AI-enabled solutions.
• Proficient in Microsoft Office suite with the ability to learn and navigate Private Wealth Management platforms.
• Excellent verbal and written communication skills and attention to detail.

Responsibilities

• Coordinate client onboarding, manage prospect pipelines, and prepare new account paperwork.
• Open accounts and transition assets, establishing ongoing client service plans.
• Maintain CRM system and leverage it for mailings, reporting, and client communications.
• Support account operations, respond to client needs, and assist with client meetings and events.
• Ensure adherence to firm and regulatory policies and protect client confidentiality.

Skills

Client service experience

Communication skills

Organizational skills

Attention to detail

Compliance understanding

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

Baird in Evansville, IN is seeking a Client Specialist to deliver outstanding client service and support for Financial Advisors, coordinating onboarding, account operations, and client events. You will be at the heart of the client experience, helping organize onboarding, managing communications, and supporting advisory teams.

Responsibilities include maintaining CRM, preparing paperwork, handling client requests, and ensuring regulatory compliance.