Wealth Management Client Services Associate

Baird; Miamisburg (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Baird is seeking a Client Assistant to deliver exceptional client service and operational support to one or more Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events to drive the client experience.

The role emphasizes adherence to regulatory policies, proficiency with Microsoft Office and CRM systems, and a proactive approach to learning the required industry licenses within

Qualifications

• 2+ years of relevant work experience.
• Commitment to client service excellence.
• Willingness to obtain SIE/Series 7/66 within 18 months.

Responsibilities

• Coordinate onboarding and client communications for Financial Advisors.
• Support account operations and client events.
• Maintain CRM and prepare client service plans.
• Assist with proposal generation and new account paperwork.
• Schedule appointments and manage materials for seminars.
• Learn and adapt to firm regulatory policies.
• Support social media and client communications as needed.
• Process client requests and back-up support for other teams.

Skills

Client service

Communication

Detail oriented

Organizational skills

Problem solving

Adaptability

Team collaboration

Education

Bachelor's degree preferred

SIE/Series 7/66 plan

Tools

Microsoft Office

CRM software

Job description

Baird is seeking a Client Assistant to deliver exceptional client service and operational support to one or more Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events to drive the client experience.

The role emphasizes adherence to regulatory policies, proficiency with Microsoft Office and CRM systems, and a proactive approach to learning the required industry licenses within