Wealth Client Specialist: Onboarding & Engagement

ROBERT W. BAIRD & CO. INCORPORATED; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Robert W. Baird & Co. Incorporated seeks a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to enhance the client experience.

You will use CRM tools and collaborate with Financial Advisors to organize client events and ensure regulatory adherence while maintaining confidentiality and accuracy in all tasks.

Qualifications

• 2+ years of industry or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses.
• Proficient in Microsoft Office suite with ability to learn and navigate wealth management platforms.
• Excellent verbal and written communication skills; attention to detail.
• Strong organizational skills and ability to prioritize workflows.
• Understanding of compliance regulations and client confidentiality.

Responsibilities

• Coordinate client onboarding and communications with Financial Advisors.
• Manage client accounts and reports, preparing paperwork and materials for meetings.
• Maintain and utilize CRM for client relationships and event planning.
• Assist with client events and seminars and support operational needs.

Skills

Client onboarding

Communication skills

CRM software

Organizational skills

Regulatory awareness

Problem solving

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

Robert W. Baird & Co. Incorporated seeks a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations to enhance the client experience.

You will use CRM tools and collaborate with Financial Advisors to organize client events and ensure regulatory adherence while maintaining confidentiality and accuracy in all tasks.