Wealth Management Client Experience Specialist

Baird; Spokane (WA); On-site; USD 31,000 - 46,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Total Rewards program

Job summary

Baird is seeking a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling client operations. You will organize materials, maintain CRM, and help plan client events to enhance the client experience and drive Private Wealth Management success.

Ideal candidates have 2+ years of administrative experience, SIE/Series licenses or willingness to obtain, strong Microsoft Office skills, and excellent communication.

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 obtain within 18 months.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions.
• Proficient in Microsoft Office suite with the ability to learn and navigate private wealth platforms.
• Excellent verbal and written communication skills; ability to exchange ideas clearly.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills and ability to prioritize workflow.
• Understands compliance regulations and maintains client confidentiality.
• Bachelor's degree preferred, not required.
• Ability to lift, move, and transport items up to 25 pounds.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline and paperwork.
• Support account operations and prepare materials for client meetings.
• Maintain CRM system and manage communications to clients.
• Schedule client appointments and coordinate events and seminars.
• Assist with regulatory compliance and client confidentiality.
• Provide back-up support to other teams as needed.
• Assist the Financial Advisor with opportunities and daily activity review.

Skills

Industry experience

Administrative experience

Technology aptitude

Communication skills

Attention to detail

Organizational skills

Compliance knowledge

Education

Bachelor's degree preferred

SIE/Series licenses willingness (18 months)

Tools

Microsoft Office

CRM systems

AI-enabled solutions

PowerPoint

Job description

Baird is seeking a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling client operations. You will organize materials, maintain CRM, and help plan client events to enhance the client experience and drive Private Wealth Management success.

Ideal candidates have 2+ years of administrative experience, SIE/Series licenses or willingness to obtain, strong Microsoft Office skills, and excellent communication.