Description
Baird is hiring a Client Assistant to support Financial Advisors in the Private Wealth Management business. The role coordinates client onboarding, manages communications and CRM records, handles calls and appointments, supports account transactions and security orders, organizes client events, monitors investment opportunities, and may manage social media. Candidates need at least two years of relevant experience, strong client service and communication skills, Microsoft Office proficiency, and the ability to obtain SIE, Series 7, and Series 66 licensures within 18 months; a bachelor’s degree is preferred but not required. Compensation is $21.03–$27.80 per hour with bonus potential.
