Wealth Client Services & Onboarding Specialist

Baird Careers; Seattle (WA); On-site; USD 31,000 - 46,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Total Rewards at Baird

Job summary

Baird is seeking a Client Specialist in Seattle to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience within Baird’s Private Wealth Management division.

You will work with the team to ensure compliance, leverage CRM tools, and assist with seminar planning.

Qualifications

• 2+ years of industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to study and obtain within 18 months.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines.
• Prepare new account paperwork and open accounts.
• Manage client communications and service plans.
• Support account operations and asset transitions to Baird.
• Organize client events and prepare materials for meetings.
• Maintain CRM accuracy and assistance with regulatory compliance.

Skills

Client onboarding

Communication

Organization

Attention to detail

Analytical thinking

Regulatory compliance

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM system

Job description

Baird is seeking a Client Specialist in Seattle to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience within Baird’s Private Wealth Management division.

You will work with the team to ensure compliance, leverage CRM tools, and assist with seminar planning.