Wealth Management Client Services Associate

Nichols College; Dudley (MA); On-site; USD 38,000 - 50,000; Full time

Benefits offered by this job

Bonus up to 8.5% of base pay

Comprehensive benefits

Job summary

Baird is seeking a Client Assistant to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations under the guidance of Financial Advisors.

Role emphasizes relationship-building, regulatory adherence, and collaboration across teams. Training for required licensing is provided, with growth opportunities in client service and wealth management.

Qualifications

• 2+ years of relevant work experience.
• Focus on excellent client service.
• SIE exam and Series 7 & 66 licensures within 18 months; training provided by Baird.
• Proficient in Microsoft Office with ability to learn client wealth platforms.
• Strong verbal and written communication skills (including email).
• Detail oriented with accuracy.
• Organized with ability to prioritize workflow to meet goals.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate client onboarding, manage prospect pipeline, assist with proposals, prepare new account paperwork, open accounts, transition assets, and establish a client service plan.
• Leverage partnerships with Corporate Resource Groups to tailor wealth solutions.
• Answer calls, schedule appointments, and manage CRM communications.
• Support compliance with firm and industry regulations.
• Maintain CRM data, mailings, reporting and event materials.
• Organize client events and prepare presentations as needed.
• Assist FA and team with social media presence.
• Process client transactions and fulfill requests; support back-up to other teams when needed.
• Review investment opportunities daily to drive advisor business actions.

Skills

Excellent client service

Verbal and written communication

Detail oriented

Organized

Analytical and problem-solving

Microsoft Office proficiency

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Baird is seeking a Client Assistant to deliver exceptional client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations under the guidance of Financial Advisors.

Role emphasizes relationship-building, regulatory adherence, and collaboration across teams. Training for required licensing is provided, with growth opportunities in client service and wealth management.