Wealth Management Client Specialist

Baird; Kentucky; On-site; USD 45,000 - 65,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management in Kentucky. You will coordinate onboarding, manage communications, support account operations, and assist with client events to enhance the client experience.

Responsibilities include maintaining CRM, preparing paperwork, and liaising with Financial Advisors to drive business and compliance adherence.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Must have SIE exam, Series 7, and Series 66 or Series 63/65 licenses or be willing to obtain within 18 months.
• Proficient in Microsoft Office with ability to navigate wealth-management platforms.
• Excellent verbal and written communication skills.
• Detail oriented with accuracy and compliance awareness.
• Bachelor's degree preferred.

Responsibilities

• Coordinate client onboarding and manage prospect pipeline.
• Prepare new account paperwork and open accounts.
• Maintain CRM to manage client relationships and communications.
• Assist with client events and meetings; assemble materials.
• Respond to client inquiries and support Financial Advisors.
• Support account operations and regulatory adherence.
• May manage FA and team social media presence.
• Provide back-up to other teams as needed.

Skills

Communication

Attention to detail

Organizational skills

Analytical thinking

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management in Kentucky. You will coordinate onboarding, manage communications, support account operations, and assist with client events to enhance the client experience.

Responsibilities include maintaining CRM, preparing paperwork, and liaising with Financial Advisors to drive business and compliance adherence.