Wealth Client Services Specialist

Baird; Paducah (KY); On-site; USD 48,000 - 72,000; Full time

Job summary

Baird is seeking a Client Specialist in the United States to support one or more Financial Advisors within Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations to enhance the client experience.

Responsibilities include handling onboarding workflows, maintaining CRM systems, and organizing client events. Strong communication, organizational skills, and compliance awareness are essential for success.

Qualifications

• 2+ years of industry/administrative work experience.
• Active SIE Exam and securities licenses (Series 7, Series 66 or 63 and Series 65) or willingness to obtain within 18 months.
• Strong technology aptitude; ability to adopt AI-enabled tools.
• Proficiency in Microsoft Office and private wealth platforms.
• Excellent verbal and written communication; high attention to detail.
• Strong organizational skills and ability to prioritize workflow.

Responsibilities

• Coordinate client onboarding, manage prospect pipeline, prepare new account paperwork, and transition assets to Baird.
• Support account operations and maintain CRM for advisor(s).
• Assist with client communications, events, and meeting logistics.
• Ensure compliance with firm and regulatory policies in all interactions.
• Provide back-up to other teams and help manage social media presence as needed.
• Review investment opportunities and notify advisors of actionable items.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Analytical thinking

Critical thinking

Education

SIE Exam

Series 7 license

Series 66 license

Series 63 license

Series 65 license

Bachelor's degree

Tools

Microsoft Office

Word

Excel

PowerPoint

Job description

Baird is seeking a Client Specialist in the United States to support one or more Financial Advisors within Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations to enhance the client experience.

Responsibilities include handling onboarding workflows, maintaining CRM systems, and organizing client events. Strong communication, organizational skills, and compliance awareness are essential for success.