Wealth Management Client Coordinator

Baird; Santa Clara (CA); On-site; USD 39,000 - 51,000; Full time

Job summary

Baird is seeking a Client Assistant to support one or more Financial Advisors in delivering outstanding client service and operational support. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes leveraging CRM tools, maintaining accuracy, and ensuring regulatory compliance while supporting the Private Wealth Management business.

Qualifications

• 2+ years of relevant work experience.
• Proficient in Microsoft Office with ability to learn private wealth tech platforms.
• Excellent verbal and written communication; detail oriented.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline with Advisors.
• Maintain CRM with client service plans, reports, and mailings.
• Handle incoming calls and schedule client appointments as needed.
• Ensure compliance with firm and regulatory policies.

Skills

Client service

MS Office

Communication

Attention to detail

Organization

Analytical thinking

Education

Bachelor's degree preferred

Tools

CRM system

Microsoft Office

Job description

Baird is seeking a Client Assistant to support one or more Financial Advisors in delivering outstanding client service and operational support. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes leveraging CRM tools, maintaining accuracy, and ensuring regulatory compliance while supporting the Private Wealth Management business.