Wealth Management Client Services Associate

Baird; Charleston (WV); On-site; USD 42,000 - 54,000; Full time

Job summary

Baird is seeking a Client Assistant to support one or more Financial Advisors in Charleston, WV. The role focuses on delivering exceptional client service, onboarding coordination, and handling account operations to enable advisors to serve clients effectively.

The position involves CRM usage, client communications, event coordination, and collaboration across teams to ensure compliant, smooth client experiences. Training and growth opportunities are available within Private Wealth Management.

Qualifications

• Experience delivering high-quality client service.
• Ability to manage multiple tasks and client requests.
• Familiarity with financial services terminology and processes.
• Proactive communication and organization skills.
• Comfort with learning new software/tools.

Responsibilities

• Coordinate client onboarding and prospect pipelines for Financial Advisors.
• Support account operations and paperwork across client accounts.
• Maintain and utilize CRM to manage client relationships and reporting.
• Assist with client communications, meetings, and event logistics.
• Support regulatory policy adherence and documentation standards.
• Assist with seminars and client events and prepare materials.

Skills

Client service

Communication

Organizational skills

Attention to detail

Problem solving

Time management

Education

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

PowerPoint

Email tracking

Job description

Baird is seeking a Client Assistant to support one or more Financial Advisors in Charleston, WV. The role focuses on delivering exceptional client service, onboarding coordination, and handling account operations to enable advisors to serve clients effectively.

The position involves CRM usage, client communications, event coordination, and collaboration across teams to ensure compliant, smooth client experiences. Training and growth opportunities are available within Private Wealth Management.