Wealth Management Client Success Specialist

Baird; Grass Valley (CA); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Bonus potential

Total Rewards

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

Responsibilities include coordinating onboarding, assisting with proposals, preparing new account paperwork, maintaining the CRM, and supporting seminars and client meetings.

Qualifications

• 2+ years of industry or administrative experience.

Responsibilities

• Coordinate client onboarding and manage account paperwork.
• Support Advisors and maintain CRM systems.
• Organize client communications and events.
• Prepare materials for client meetings and coordinate schedules.
• Ensure compliance with firm and regulatory policies.
• May manage FA and Team’s social media presence as needed.
• Proactively review investment opportunities and notify Advisors of actions.

Skills

Communication skills

Organizational skills

Attention to detail

Analytical thinking

Technology aptitude

Experience in financial services

Education

Bachelor's degree

Licenses: SIE, Series 7, Series 66/63, Series 65

Tools

Microsoft Office

AI-enabled solutions

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

Responsibilities include coordinating onboarding, assisting with proposals, preparing new account paperwork, maintaining the CRM, and supporting seminars and client meetings.