Wealth Client Specialist Trainee (18-Month Program)

Baird; Louisville (KY); On-site; USD 42,000 - 52,000; Full time

Job summary

Baird’s Client Resource Team (CRT) offers an 18-month Client Specialist Training Program designed to prepare you for a career on a Financial Advisor team. You’ll train toward SIE, Series 7 and Series 66 licenses while delivering exceptional client service and operational support.

Upon successful completion, you may be matched to a long-term Client Specialist role. Relocation to a local branch may be required. You’ll gain hands-on experience with onboarding, CRM, and client communications.

Qualifications

• Excellent client/customer service skills and communication.
• Strong technology aptitude, including AI-enabled solutions.
• Proficiency in MS Office and CRM platforms.
• Detail oriented with emphasis on accuracy.
• Organized and able to prioritize workflow to meet goals.
• Strong analytical and problem-solving abilities.
• High school diploma required; advanced degree preferred but not required.
• Must study for SIE Exam and Series 7/66 within 18 months; training paid by Baird.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline.
• Prepare new account paperwork and open accounts.
• Maintain CRM, email, reporting, and client communications.
• Support seminars, events, and PowerPoint presentations.
• Assist with transactions and back-up for other teams as needed.
• Adhere to firm and regulatory policies in daily work.

Skills

Client service

Communication

Technology aptitude

Detail oriented

Organizational skills

Problem solving

Finance literacy

Education

High school diploma required

Associate or Bachelor's degree preferred

Tools

Microsoft Office

CRM system

Job description

Baird’s Client Resource Team (CRT) offers an 18-month Client Specialist Training Program designed to prepare you for a career on a Financial Advisor team. You’ll train toward SIE, Series 7 and Series 66 licenses while delivering exceptional client service and operational support.

Upon successful completion, you may be matched to a long-term Client Specialist role. Relocation to a local branch may be required. You’ll gain hands-on experience with onboarding, CRM, and client communications.