Wealth Management Client Concierge

Baird; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for its Private Wealth Management group in Tampa. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and proficient use of CRM and wealth management platforms to drive effective client service models.

Qualifications

• 2+ years of industry and/or administrative work experience.
• Must have Active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
• Strong technology aptitude with ability to adopt new tools, including AI-enabled solutions, preferred.
• Proficient in Microsoft Office suite with ability to learn and navigate wealth management platforms.

Responsibilities

• Coordinate client onboarding, paperwork, and transition of assets.
• Maintain client communications and support account operations.
• Assist with client events and meetings, preparing materials and presentations.
• Manage CRM system and generate reports to support advisors.
• Ensure compliance with firm and financial industry policies.
• Provide back-up support to other teams as needed.
• Manage scheduling and coordination for client meetings.

Skills

Client service

Communication

Organization

Attention to detail

Compliance awareness

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for its Private Wealth Management group in Tampa. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and proficient use of CRM and wealth management platforms to drive effective client service models.