Wealth Management Client Concierge
bairdCharleston, WV
Wealth Management Client Concierge
bairdCharleston, WV
yesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events.
Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with
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JOB OVERVIEW
Experience level
Junior
Location
Charleston, WV
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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