Wealth Management Client Specialist - Onboarding & Service
Job in
Anchorage, Anchorage Borough, Alaska, 99507, USA
Listed on 2026-08-21
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-21
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, HelpDesk/Support
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist who will deliver outstanding client service and operational support for one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.
You will also maintain the CRM, support account operations, and help implement well-defined client service models while ensuring compliance with industry policies and firm guidelines.
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