Wealth Client Services Associate

Baird; Fort Wright (KY); On-site; USD 42,000 - 56,000; Full time

Job summary

Baird in Fort Wright, KY is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to help advisors meet client goals.

You will also assist with events, reporting, and keeping CRM up to date while ensuring regulatory adherence. A strong service mindset and organizational skills are essential.

Qualifications

• 2+ years of relevant work experience.
• Excellent client service mindset.
• Willingness to study for the SIE exam and Series 7/66 within 18 months of hire.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Strong verbal and written communication skills (including email).
• Detail oriented with accuracy.
• Organized with ability to prioritize workflow to meet goals.
• Strong analytical and problem-solving abilities.
• Bachelor’s degree preferred; not required.

Responsibilities

• Coordinate client onboarding, including managing prospect pipelines, preparing new account paperwork, opening accounts, transferring assets, and maintaining client service plans.
• Leverage partnerships with Corporate Resource Groups to deliver wealth management solutions.
• Answer incoming calls and handle inquiries as appropriate.
• Schedule client appointments and conference rooms.
• Ensure compliance with firm and financial industry regulations.
• Maintain CRM for Financial Advisor(s) and use it for mailings, reporting, email tracking, and client relationship management.
• Organize and coordinate client seminars and events; develop client lists and materials, and prepare presentations.
• Manage FA and team social media presence (website, LinkedIn, X, etc.).
• Process transactions to fully service client accounts and handle special projects as needed.
• Enter securities orders per advisor instructions or client direction; provide back-up to other teams as needed.
• Proactively review investment opportunities and notify advisors for action to drive business.

Skills

Client service

Microsoft Office

Communication skills

Attention to detail

Organizational skills

Analytical thinking

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Baird in Fort Wright, KY is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to help advisors meet client goals.

You will also assist with events, reporting, and keeping CRM up to date while ensuring regulatory adherence. A strong service mindset and organizational skills are essential.