Wealth Client Experience Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Louisville (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and support to one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, assist with account operations, and help organize client events.

You’ll build knowledge of business policies, work with AI-enabled tools, and maintain a strong client relationship through CRM and reporting. A bachelor’s degree is preferred.

Qualifications

• Experience delivering client service and coordinating onboarding.
• Familiarity with compliance policies and privacy standards.
• Ability to learn and use firm technology platforms.

Responsibilities

• Coordinate client onboarding and account setup, including paperwork and communications.
• Assist Financial Advisors with client needs and scheduling.
• Manage CRM records and client communications to support service models.
• Prepare materials for client meetings and events.
• Support regulatory adherence and risk controls in daily work.
• May help with client events and seminars as directed by Advisors.

Skills

Client service experience

Communication skills

Regulatory compliance knowledge

Tech savvy / AI tools

Organizational skills

Attention to detail

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

PowerPoint

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and support to one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, assist with account operations, and help organize client events.

You’ll build knowledge of business policies, work with AI-enabled tools, and maintain a strong client relationship through CRM and reporting. A bachelor’s degree is preferred.