Wealth Client Experience Specialist

Baird; Wexford (Allegheny County); On-site; USD 50,000 - 65,000; Full time

Job summary

Baird is hiring a Client Specialist to deliver outstanding client service and operational support for one or more Financial Advisors within Private Wealth Management. You will coordinate onboarding, manage communications, assist with account operations, and help organize client events.

You will support the Advisor team with proposal prep, new account paperwork, and ongoing client service plans while maintaining compliance and confidentiality.

Qualifications

• 2+ years of industry/administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.
• Proficient in Microsoft Office suite with ability to learn financial tech platforms.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate onboarding and client communications; support account operations.
• Organize client events and manage material and presentations.
• Maintain CRM records and assist with transaction processing and client requests.
• Support Social/Website channels and coordination of digital content for advisory teams.
• Ensure compliance with firm and industry regulations.

Skills

Communication skills

Attention to detail

Organizational skills

Analytical thinking

Problem-solving

Education

Bachelor's degree preferred

Tools

Canva

Microsoft Office

Job description

Baird is hiring a Client Specialist to deliver outstanding client service and operational support for one or more Financial Advisors within Private Wealth Management. You will coordinate onboarding, manage communications, assist with account operations, and help organize client events.

You will support the Advisor team with proposal prep, new account paperwork, and ongoing client service plans while maintaining compliance and confidentiality.