Wealth Management Client Experience Specialist

Baird; Denver (CO); On-site; USD 38,572 - 50,971; Full time

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support within our Private Wealth Management team. You will coordinate onboarding, manage communications, support account operations, and help organize impactful client events to enhance the client experience.

You will work closely with Financial Advisors, maintain CRM data, and ensure compliance with regulatory policies while providing proactive, detail-oriented support to drive client satisfaction and

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.
• Proficient in Microsoft Office with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
• Excellent verbal and written communication skills.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills and the ability to prioritize workflows to achieve goals.
• Understands compliance regulations and maintains client confidentiality.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate client onboarding, including managing advisor prospect pipelines, preparing new account paperwork, opening accounts, and transitioning assets to Baird.
• Support account operations and client communications, including CRM maintenance and reports for client meetings.
• Assist with client events and seminars, including content design and materials preparation.
• Maintain compliance with firm and financial industry regulations; ensure appropriate documentation and approvals.
• Assist with social media management for FA/Team as needed and support business development activities.

Skills

Client service

Administrative support

MS Office

Communication

Attention to detail

Organizational skills

Regulatory compliance

Analytical thinking

Education

Bachelor’s degree preferred

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support within our Private Wealth Management team. You will coordinate onboarding, manage communications, support account operations, and help organize impactful client events to enhance the client experience.

You will work closely with Financial Advisors, maintain CRM data, and ensure compliance with regulatory policies while providing proactive, detail-oriented support to drive client satisfaction and