Wealth Client Specialist – Onboarding & Support

Baird; Grand Rapids (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Baird is seeking a Client Specialist in Grand Rapids to deliver exceptional client service and operational support for Financial Advisors within Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen client relationships and business growth.

The role requires strong communication, organization, and compliance awareness, plus relevant securities licenses or willingness to obtain within 18 months.

Qualifications

• 2+ years of industry and/or administrative work experience.
• Active SIE Exam and securities licenses (Series 7, Series 66/63 and Series 65) or willingness to obtain within 18 months.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational abilities.
• Understanding of compliance regulations and confidentiality.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipeline.
• Prepare new account paperwork and open accounts as needed.
• Maintain CRM and support client communications and events.
• Assist with proposal generation and materials for meetings.
• Support account operations and regulatory compliance adherence.
• Back up other teams as necessary and assist with special projects.

Skills

Excellent verbal communication

Written communication

Detail oriented

Strong organizational skills

Analytical problem solving

Education

Active SIE Exam

Series 7 license

Series 66/63 and Series 65 licenses

Bachelor’s degree preferred

Tools

Microsoft Office

Private Wealth Management platforms

Job description

Baird is seeking a Client Specialist in Grand Rapids to deliver exceptional client service and operational support for Financial Advisors within Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen client relationships and business growth.

The role requires strong communication, organization, and compliance awareness, plus relevant securities licenses or willingness to obtain within 18 months.