Wealth Client Experience Specialist
bairdWexford, PA
Wealth Client Experience Specialist
bairdWexford, PA
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
Baird is seeking a Client Specialist to deliver outstanding client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations to help advisors grow client relationships. Responsibilities include handling client requests, supporting events, and maintaining CRM data while ensuring compliance. Collaboration with Financial Advisors and teams is essential to drive client satisfaction and business results.
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JOB OVERVIEW
Experience level
Junior
Location
Wexford, PA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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