Description
Baird is hiring a Client Specialist to support Financial Advisors in the Private Wealth Management business by coordinating client onboarding, managing communications, preparing account paperwork, supporting account operations, organizing client events, maintaining CRM records, and initiating investment transactions. The role requires at least two years of prior industry or administrative experience, relevant securities licenses or willingness to obtain them within 18 months, strong technology and Microsoft Office skills, and attention to accuracy and compliance. Compensation is $24.36-$36.67 per hour with bonus potential of up to 8.5% of base pay.
