Wealth Management Client Specialist & Onboarding Lead

Baird; Owensboro (KY); Sur place; USD 55 000 - 70 000; Plein temps

Résumé du poste

Baird is seeking a Client Specialist in the United States (Owensboro, KY) to deliver outstanding client service and operational support to Financial Advisors within Private Wealth Management. You will coordinate onboarding, communications, account operations, and client events, directly impacting client experiences and wealth solutions.

You will manage onboarding pipelines, maintain CRM data, and support advisory teams while ensuring regulatory compliance and accurate, timely execution of client

Qualifications

• 2+ years of industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Strong technology aptitude and comfort with AI-enabled solutions.
• Proficient in Microsoft Office and wealth management platforms.
• Excellent verbal and written communication skills.
• Detail oriented with a focus on accuracy.
• Strong organizational skills and ability to prioritize workflows.
• Understanding of compliance regulations and client confidentiality.
• Bachelor's degree preferred but not required.
• Ability to lift and move items up to ~25 pounds.

Responsabilités

• Coordinate client onboarding and support for Financial Advisors, including prospect pipeline, proposals, and new account paperwork.
• Open accounts and transition new assets to Baird with ongoing client service plans.
• Leverage Corporate Resource Groups to deliver wealth management solutions.
• Answer incoming calls and manage client needs; inform Advisors of actions taken.
• Schedule client meetings and manage conference room logistics.
• Prepare materials and reports for client meetings.
• Ensure adherence to firm and industry regulatory policies.
• Maintain and utilize CRM for client relationship management and communications.
• Organize seminars and client events; develop lists and materials.
• Process transactions and back-up other teams when needed.
• Review investment opportunities daily and notify Advisors to act.

Connaissances

Communication skills

Attention to detail

Organizational skills

Problem solving

Formation

SIE Exam

Series 7

Series 66 or Series 63

Series 65

Bachelor's degree preferred

Outils

Microsoft Office

AI-enabled solutions awareness

Description du poste

Baird is seeking a Client Specialist in the United States (Owensboro, KY) to deliver outstanding client service and operational support to Financial Advisors within Private Wealth Management. You will coordinate onboarding, communications, account operations, and client events, directly impacting client experiences and wealth solutions.

You will manage onboarding pipelines, maintain CRM data, and support advisory teams while ensuring regulatory compliance and accurate, timely execution of client