Wealth Management Client Specialist - Onboarding & Service

ROBERT W. BAIRD & CO. INCORPORATED; Anchorage (AK); On-site; USD 60,000 - 80,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist who will deliver outstanding client service and operational support for one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.

You will also maintain the CRM, support account operations, and help implement well-defined client service models while ensuring compliance with industry policies and firm guidelines.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months.
• Proficient in Microsoft Office suite with ability to learn wealth management platforms.
• Excellent verbal and written communication; attention to detail and organization.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate client onboarding including prospect pipeline, proposal support, and new account paperwork.
• Open accounts and transition assets; establish ongoing client service plans.
• Leverage partnerships to provide wealth management solutions.
• Answer calls and manage client needs; notify Financial Advisor of actions taken.
• Schedule client appointments and coordinate meetings.
• Prepare materials for client meetings and ensure regulatory compliance.
• Maintain CRM and manage client communications, mailings, and reporting.
• Support client events and seminars with content and logistics.
• Provide back-up to other teams when needed and handle special projects.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Analytical thinking

Education

Bachelor’s degree preferred

SIE exam

Series 7/66 or 63 and 65 licenses

Tools

Microsoft Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist who will deliver outstanding client service and operational support for one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.

You will also maintain the CRM, support account operations, and help implement well-defined client service models while ensuring compliance with industry policies and firm guidelines.