Wealth Client Experience Specialist

Baird; Lexington (AL); On-site; USD 42,000 - 66,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and provide operational support to one or more Financial Advisors within Private Wealth Management.

You will coordinate onboarding, manage communications, maintain CRM, and help organize client events, contributing to client satisfaction and business success. Strong licensing progress and MS Office proficiency are essential.

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. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
• Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
• Detail oriented with an emphasis on accuracy
• Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
• Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
• Good analytical and critical problem-solving skills
• Bachelor's degree preferred, not required

Responsibilities

• Onboard clients and coordinate onboarding with Financial Advisors
• Maintain and leverage CRM to manage client relationships and communications
• Process paperwork for new accounts and asset transfers
• Support meetings by assembling materials and scheduling
• Ensure compliance with regulations and firm policies
• Assist with client events and communications across channels
• Assist in responding to client inquiries and coordinating with the FA(s)
• Provide back-up support to other teams as needed
• Proactively review investment opportunities and inform Advisors of actions

Skills

Client service

Administrative support

CRM systems

MS Office

Communication skills

Education

Bachelor's degree preferred

Tools

CRM platform

AI-enabled tools

MS Excel

PowerPoint

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and provide operational support to one or more Financial Advisors within Private Wealth Management.

You will coordinate onboarding, manage communications, maintain CRM, and help organize client events, contributing to client satisfaction and business success. Strong licensing progress and MS Office proficiency are essential.