Wealth Management Client Services Assistant
Job in
Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listed on 2026-06-18
Listing for:
Baird
Full Time
position Listed on 2026-06-18
Job specializations:
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Administrative/Clerical
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Finance & Banking
Job Description & How to Apply Below
Baird is looking for a Client Assistant to provide essential support to Financial Advisors. Your role will involve client onboarding, managing communications, and helping organize impactful client events. Your contributions will directly impact the success of our Private Wealth Management business.
Ideal candidates will have at least 2 years of relevant experience and a strong focus on client service. You'll also receive training for licensures like the SIE Exam and Series 7 and 66.
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