Wealth Management Branch Ops & Client Services

Baird Careers; Greensburg (Westmoreland County); On-site; USD 42,000 - 66,000; Full time

Job summary

Baird Careers in Greensburg, PA seeks an organized professional to manage client service and marketing support for the branch, aligning with wealth management processes. The role requires polished communication and strong organizational skills to support advisors and staff.

The role includes CRM upkeep, event coordination, daily deposits, and liaison between internal teams. The position offers growth and exposure in a nearby financial services environment.

Qualifications

• 1+ years customer service or administrative experience.
• High school diploma required; associate or bachelor’s preferred.
• Strong technology aptitude with ability to adopt new tools.
• Excellent verbal communication and telephone skills.
• Detail oriented with analytical and problem solving abilities.
• Proficient with Microsoft Office; able to learn PWM platforms.

Responsibilities

• Answer inquiries from internal associates and business partners; liaison between advisors and PWM support.
• Assist the branch social media strategy across LinkedIn, website and X.
• Maintain CRM and use it to manage client relationships, mailings and reports.
• Coordinate student workers and summer interns with branch leadership.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal inquiries.
• Plan vendor luncheons and arrange conference rooms and supplies.
• Sort, route mail and handle copying, faxing and filing.
• Log compliance files and branch reports (wires, etc.).
• Perform other duties as assigned.

Skills

Customer service

Communication

Organizational skills

Problem solving

Attention to detail

Tech aptitude

Microsoft Office

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Office suite

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Job description

Baird Careers in Greensburg, PA seeks an organized professional to manage client service and marketing support for the branch, aligning with wealth management processes. The role requires polished communication and strong organizational skills to support advisors and staff.

The role includes CRM upkeep, event coordination, daily deposits, and liaison between internal teams. The position offers growth and exposure in a nearby financial services environment.