Wealth Management Client Experience Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Lexington (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Lexington, KY to support one or more Financial Advisors.

You will coordinate onboarding, client communications, and account operations while maintaining compliance and confidentiality. The role supports private wealth services and client events, with opportunities to grow licenses and skills. You will manage inquiries, prepare materials for meetings, and leverage CRM tools to foster strong client relationships.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE exam and Series 7; Series 66 or 63/65 licenses or willingness to obtain within 18 months.
• Proficient in Microsoft Office and able to learn wealth management platforms.
• Strong communication skills, both verbal and written, with confidentiality and compliance focus.
• Detail oriented with strong organizational abilities and problem solving mindset.

Responsibilities

• Coordinate onboarding for Financial Advisor(s) and manage prospect pipelines.
• Answer incoming calls, determine appropriate actions, and update advisors.
• Schedule client appointments and reserve conference rooms as needed.
• Assemble materials and reports for client meetings and seminars.
• Maintain CRM data and support client service models.
• Organize seminars and client events; prepare content and materials.
• Review investment opportunities daily and notify advisors for action.
• Provide back-up support to other teams when necessary.

Skills

Communication

Organizational skills

Attention to detail

Problem solving

Technology aptitude

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Lexington, KY to support one or more Financial Advisors.

You will coordinate onboarding, client communications, and account operations while maintaining compliance and confidentiality. The role supports private wealth services and client events, with opportunities to grow licenses and skills. You will manage inquiries, prepare materials for meetings, and leverage CRM tools to foster strong client relationships.