Wealth Client Experience Specialist

Baird; Seattle (WA); On-site; USD 31,000 - 46,000; Full time

Benefits offered by this job

Bonus potential up to 8.5%

Total Rewards

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support for the Private Wealth Management team in Seattle. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

In this role you will work closely with Financial Advisors, maintain CRM integrity, handle inquiries, and ensure regulatory compliance while developing deeper relationships with clients.

Qualifications

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

Responsibilities

• Coordinate onboarding, manage advisor prospect pipelines, prepare new account paperwork and open accounts.
• Maintain CRM with client communications, reporting and mailings to support defined client service models.
• Support account operations, including paperwork, client requests, and event logistics.
• Assist in scheduling client meetings, coordinating seminars and client events; prepare materials and presentations.

Skills

Client service

Communication

Organization

Confidentiality

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

CRM software

PowerPoint

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support for the Private Wealth Management team in Seattle. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

In this role you will work closely with Financial Advisors, maintain CRM integrity, handle inquiries, and ensure regulatory compliance while developing deeper relationships with clients.