Wealth Management Client Concierge

Baird Careers; Charleston (WV); On-site; USD 42,000 - 60,000; Full time

Job summary

Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events.

Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with

Qualifications

• 2+ years of relevant work experience.
• Focus on excellent client service.
• Willingness to study for and obtain the SIE Exam and Series 7 and 66 licensures within 18 months; training provided by Baird.
• Strong technology aptitude, including openness to AI-enabled solutions.
• Proficient in the Microsoft Office suite (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills.
• Detail oriented with a focus on accuracy.
• Organized with the ability to prioritize team workflow.

Responsibilities

• Coordinate client onboarding, manage prospect pipelines, assist with proposal generation and new account paperwork.
• Open accounts, transition assets to Baird, and establish ongoing client service plans.
• Maintain CRM for Advisors and support client communications, reporting, and e-mail tracking.
• Organize seminars and client events; develop materials and presentations.
• Support FA/social media presence and other team duties as needed.
• Process transactions and client requests in line with regulatory policies.
• Proactively review investment opportunities and notify Advisors of actionable items.

Skills

Client service

Microsoft Office

Communication skills

Analytical thinking

Organizational skills

Problem solving

Technology aptitude

Education

Bachelor's degree

Tools

CRM software

Microsoft Excel

PowerPoint

Job description

Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events.

Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with