Wealth Management Client Services Associate

Baird; Camden (ME); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Bonus potential up to 8.5% of base pay

Total Rewards program

Training and development

Job summary

Baird in Camden, ME is seeking a Client Assistant to deliver outstanding client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.

You’ll work with CRM systems, assist with account operations, and support regulatory compliance while developing your knowledge of securities licensing requirements. This role offers growth and learning opportunities.

Qualifications

• 2+ years of relevant work experience
• Focus on excellent client service
• Plan to obtain SIE, Series 7 and 66 licensures within 18 months; training provided by Baird
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions
• Excellent verbal and written communication skills
• Detail oriented with an emphasis on accuracy
• Bachelor's degree preferred, not required

Responsibilities

• Coordinate client onboarding including pipeline management, paperwork, and asset transitions
• Maintain CRM and client communications to support advisor relationships
• Assist with proposal generation and new account paperwork
• Organize seminars and client events; develop lists and content
• Support advisor and team social media presence as needed
• Enter and process transactions per advisor instructions
• Proactively review opportunities and notify advisors of actionable items

Skills

Client service

Tech aptitude

MS Office

Communication

Attention to detail

Organization

Problem solving

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird in Camden, ME is seeking a Client Assistant to deliver outstanding client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.

You’ll work with CRM systems, assist with account operations, and support regulatory compliance while developing your knowledge of securities licensing requirements. This role offers growth and learning opportunities.