Wealth Management Client Concierge

Baird; Sarasota (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Baird in Sarasota, FL is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, paperwork, and communications, and help manage client events and reporting.

Role requires 2+ years of experience, active licenses or willingness to obtain, strong tech skills, and excellent communication. Collaborative team environment with opportunities to contribute across client services and operations.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to study and obtain within 18 months; title may be Client Assistant if not fully licensed.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and navigate Private Wealth Management technology platforms.
• Excellent verbal and written communication skills; ability to exchange ideas and information.
• Detail oriented with emphasis on accuracy.
• Strong organizational skills – prioritize workflow to achieve goals.
• Understands compliance regulations and confidentiality.
• Good analytical and critical problem-solving skills.
• Bachelor’s degree preferred, not required

Responsibilities

• Coordinate client onboarding, manage advisor prospect pipelines, assist with proposal generation, and prepare new account paperwork.
• Open accounts, transition assets to Baird, and establish ongoing client service plans.
• Leverage Corporate Resource Groups to tailor wealth management solutions.
• Answer incoming calls, manage client needs, and advise advisors on actions.
• Schedule client appointments and conference rooms as needed.
• Assemble materials for client meetings and prepare reports.
• Ensure compliance with firm and industry policies.
• Possibly manage FA and Team’s social media presence.
• Maintain CRM and use it to drive client service models.
• Organize seminars and client events; design content and materials.
• Seek ways to enhance advisor business effectiveness and marketability.
• Initiate and complete transactions to fully service client accounts.
• Enter security orders per instructions or verbal direction
• Provide backup to other teams as needed
• Review investment opportunities daily and notify advisors for action

Skills

Client service

Communication

Organization

Attention to detail

Technology aptitude

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM platforms

AI-enabled solutions

Job description

Baird in Sarasota, FL is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, paperwork, and communications, and help manage client events and reporting.

Role requires 2+ years of experience, active licenses or willingness to obtain, strong tech skills, and excellent communication. Collaborative team environment with opportunities to contribute across client services and operations.