Wealth Management Client Specialist - Onboarding & Service

Baird Careers; Paducah (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver outstanding client service and operational support in Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience. The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and leveraging CRM tools to build well-defined client service models.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66/63 and 65 licenses or willingness to obtain within 18 months.
• Strong technology aptitude with ability to learn new tools, including AI-enabled solutions.
• Proficient in Microsoft Office; ability to navigate wealth management platforms.
• Excellent verbal and written communication; detail oriented.
• Strong organizational skills to prioritize team workflow.

Responsibilities

• Coordinate client onboarding, manage prospect pipelines, prepare paperwork, and open accounts.
• Support account operations and maintain client service plans.
• Prepare materials for client meetings and coordinate seminars/events.
• Maintain CRM system and leverage it for client communications and reporting.
• Answer inquiries, advise advisors of actions taken, and manage calendars/meetings.
• Ensure compliance with firm and regulatory policies, protect client confidentiality.

Skills

Client service

Onboarding coordination

CRM familiarity

MS Office proficiency

Verbal & written communication

Attention to detail

Organizational skills

Education

Bachelor's degree preferred

Tools

CRM software

PowerPoint

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver outstanding client service and operational support in Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience. The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and leveraging CRM tools to build well-defined client service models.