Wealth Client Experience Specialist

Baird

Wexford (Allegheny County)

Presencial

USD 55.000 - 75.000

Jornada completa

hace 3 horas

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Descripción de la vacante

Baird is seeking a Client Specialist to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations to help advisors grow client relationships.

Responsibilities include handling client requests, supporting events, and maintaining CRM data while ensuring compliance. Collaboration with Financial Advisors and teams is essential to drive client satisfaction and business results.

Formación

2+ years of administrative or industry experience.
SIE, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.
Strong technology aptitude and ability to adopt AI tools.
Proficiency in MS Office with ability to learn wealth management platforms.
Excellent communication and detail orientation.
Bachelor's degree preferred.

Responsabilidades

Coordinate client onboarding and maintain prospect pipelines for Financial Advisors.
Assist with proposal generation and new account paperwork.
Open accounts and transition assets to Baird; maintain client service plans.
Support events, seminars, and client communications.
Maintain CRM systems and generate reports for advisors.