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, active securities licenses or willingness to obtain them within 18 months, strong Microsoft Office and technology skills, and strong communication, organizational, analytical, and compliance skills.
