Wealth Client Services Specialist

Baird

Paducah (KY)

On-site

USD 48,000 - 72,000

Full time

14 days+

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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.