Description
Baird is hiring a Client Specialist to support Financial Advisors in the Private Wealth Management business. The role coordinates client onboarding, prospect pipelines, account paperwork, client communications, CRM management, seminars and client events, social media, appointment scheduling, and transaction and investment-opportunity support. Candidates need at least two years of industry or administrative experience, proficiency with Microsoft Office and Baird’s wealth-management technology platforms, and either the required securities licenses or willingness to obtain them within 18 months; a bachelor’s degree is preferred but not required.
