Wealth Client Services & Onboarding Specialist

Baird

Peoria (AZ)

On-site

USD 50,000 - 75,000

Full time

6 hours ago

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Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to Financial Advisors in its Private Wealth Management division. You will coordinate onboarding, manage communications, assist with account operations, and help organize client events to enhance the client experience and drive advisor business success.

Ideal candidates bring 2+ years of administrative/industry experience, securities licenses, and strong MS Office skills.

Qualifications

2+ years of industry and/or administrative work experience.
Licensing includes SIE, Series 7, and Series 66 or Series 63/65 as applicable.
Proficient with Microsoft Office; able to learn and use Baird’s wealth-management platforms.
Excellent verbal and written communication skills.
Detail oriented with strong organizational abilities.
Willingness to lift/move up to 25 pounds for office events and operations.

Responsibilities

Coordinate client onboarding, manage advisor prospect pipeline, assist with proposals, prepare new account paperwork, and transition assets to Baird.
Support account operations and client communications; maintain client service plans.
Organize and coordinate client events and meetings; prepare materials and PowerPoint content.
Maintain CRM for Financial Advisor(s) and use the platform for mailings, reporting, and email tracking.
Back-up to other teams as needed and handle miscellaneous projects.
Proactively review investment opportunities and notify Advisors to take action.