Wealth Client Experience Specialist

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

Job summary

Baird is seeking a Client Specialist to support Private Wealth Advisors in delivering outstanding client service and seamless operations. You’ll coordinate onboarding, communications, and account activity while engaging in event planning and materials preparation.

Your role helps tailor wealth solutions to client goals. You will use Canva and Microsoft Office to create client-ready content, manage CRM workflows, and assist with regulatory adherence.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or 63/65 licenses or willing to obtain within 18 months of hire.
• Proficient in Microsoft Office with ability to navigate Private Wealth Management tech platforms.

Responsibilities

• Drive and manage digital and social media updates for FA websites and LinkedIn/X/Facebook where applicable.
• Organize client seminars and events, develop lists, materials, and PowerPoint content.
• Coordinate client onboarding: prospect pipeline, new account paperwork, asset transfers, and ongoing service plans.
• Maintain CRM system and leverage it for client communications, reporting, mailings, and tracking.

Skills

Canva

Microsoft Office

CRM software

Communication skills

Education

Bachelor's degree

Tools

Thomson ONE

IntelliPro

CRM

LiquidOffice

FMG Suites

Job description

Baird is seeking a Client Specialist to support Private Wealth Advisors in delivering outstanding client service and seamless operations. You’ll coordinate onboarding, communications, and account activity while engaging in event planning and materials preparation.

Your role helps tailor wealth solutions to client goals. You will use Canva and Microsoft Office to create client-ready content, manage CRM workflows, and assist with regulatory adherence.