Wealth Client Experience Specialist

Baird Careers; Wexford (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

This role supports Baird’s Private Wealth Management and requires strong MS Office skills, attention to detail, and excellent communication. Licensing may be pursued within 18 months of hire.

Qualifications

• Active SIE exam required or willing to obtain within 18 months
• Series 7 required; Series 66 or Series 63/65 licenses required or willing to study within 18 months
• Proficient in Microsoft Office with ability to use firm technology platforms

Responsibilities

• Coordinate client onboarding, including prospect pipeline and new account paperwork
• Maintain CRM, client communications, and reporting
• Support account operations and paperwork fulfillment for client transactions
• Assist with client meetings and events, including materials and PowerPoint preparation
• Adhere to regulatory policies and protect client confidentiality
• Provide back-up support to other teams and help grow FA business

Skills

SIE exam

Series 7

Series 66/63/65 licenses

Microsoft Office

communication skills

attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

This role supports Baird’s Private Wealth Management and requires strong MS Office skills, attention to detail, and excellent communication. Licensing may be pursued within 18 months of hire.