Wealth Client Specialist: Onboarding, CRM & Events

ROBERT W. BAIRD & CO. INCORPORATED; Charlotte (NC); On-site; USD 52,000 - 68,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Charlotte, NC is seeking a Client Specialist to support Financial Advisors with onboarding, client communications, and account operations.

You will help organize client events and maintain the CRM to ensure timely service. The role emphasizes regulatory adherence, accurate paperwork, and coordination of client infrastructure. Strong communication and organizational skills are essential in delivering a superior client experience within Private Wealth

Qualifications

• 3+ years in financial services or administrative roles.
• Experience with client onboarding and account operations.
• Active SIE and Series 7 with Series 66/63 and 65 licenses.

Responsibilities

• Coordinate onboarding and client communications for advisors.
• Maintain CRM updates and prepare client meeting materials.
• Support regulatory compliance and document management.
• Assist with client events and scheduling as needed.
• Provide back-up to branch teams when required.

Skills

Client service

Communication skills

Organizational skills

Technology aptitude

Financial compliance knowledge

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

AI-enabled tools

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Charlotte, NC is seeking a Client Specialist to support Financial Advisors with onboarding, client communications, and account operations.

You will help organize client events and maintain the CRM to ensure timely service. The role emphasizes regulatory adherence, accurate paperwork, and coordination of client infrastructure. Strong communication and organizational skills are essential in delivering a superior client experience within Private Wealth