Description
Baird is hiring a Client Specialist to support Financial Advisors in the Private Wealth Management business. The role coordinates client onboarding, manages communications and CRM, prepares account paperwork, supports account transactions and security orders, organizes client events, monitors investment opportunities, and maintains compliance and confidentiality. Candidates need at least two years of industry or administrative experience, an SIE exam, and Series 7, 66, 63, or 65 licensing or willingness to obtain it within 18 months; a bachelor’s degree is preferred but not required.
