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Wealth Management Client Specialist
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-08-08
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Robert W. Baird & Co. Incorporated seeks a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events.
You will maintain the CRM, assist with paperwork, scheduling, and regulatory compliance while partnering with Financial Advisors to enhance client experiences. Strong organization and communication skills are essential.
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