Wealth Management Client Services & Onboarding Associate

Baird Careers; Camden (ME); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Bonus up to 8.5% of base pay

Total Rewards benefits

Job summary

Baird is hiring a Client Assistant to deliver exceptional client service and operational support for one or more Financial Advisors in the Private Wealth Management group. You will coordinate onboarding, manage communications, and help organize client events to strengthen relationships and trust.

Your role involves CRM maintenance, trade paperwork, and proactive opportunity review to support advisor growth. A focus on accuracy, organization, and clear communication is essential.

Qualifications

• 2+ years of relevant work experience.
• Focus on excellent client service.
• Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions.

Responsibilities

• Coordinate onboarding and client communications for Financial Advisors.
• Support account operations and client service plans.
• Maintain CRM system and use it for client mailings, reporting, and tracking.
• Organize client events and seminars; prepare materials and presentations.
• Assist with trade orders and paperwork as directed by Advisors.
• Provide backup support to other teams as needed.

Skills

Client service

Technology aptitude

MS Office

Communication

Detail oriented

Organization

Education

Bachelor's degree (preferred)

Tools

Microsoft Office (Excel, PowerPoint)

Job description

Baird is hiring a Client Assistant to deliver exceptional client service and operational support for one or more Financial Advisors in the Private Wealth Management group. You will coordinate onboarding, manage communications, and help organize client events to strengthen relationships and trust.

Your role involves CRM maintenance, trade paperwork, and proactive opportunity review to support advisor growth. A focus on accuracy, organization, and clear communication is essential.