Wealth Management Client Success Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Denver (CO); On-site; USD 38,000 - 51,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

ROBERT W. BAIRD & CO. INCORPORATED seeks a Client Specialist to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations for Financial Advisors.

You will handle proposals, paperwork, and CRM tasks, while helping organize client events and seminars. A detail‑oriented, compliant multitasker with strong communication shines here.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication; detail oriented.

Responsibilities

• Coordinate client onboarding and prospect pipeline with Financial Advisors.
• Maintain CRM and prepare client materials, reports, and communications.
• Schedule client meetings and organize events as directed.
• Process transactions and client requests with accuracy and compliance.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Problem solving

Time management

Education

SIE exam

Series 7

Series 66 or 63 and 65

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED seeks a Client Specialist to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and support account operations for Financial Advisors.

You will handle proposals, paperwork, and CRM tasks, while helping organize client events and seminars. A detail‑oriented, compliant multitasker with strong communication shines here.