Client Onboarding & Wealth Management Support Specialist
Listed on 2026-10-11
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Finance & Banking
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Customer Service/HelpDesk
Baird is hiring a Client Assistant to deliver exceptional client service and seamless operational support for Financial Advisors in Private Wealth Management. You will coordinate onboarding, manage communications, and assist with account operations and client events.
Ideal candidates possess 2+ years of relevant experience, strong MS Office skills, and a client-focused mindset. Training for securities licenses is provided, with a growth path in wealth management.
The Client Onboarding & Wealth Management Support Specialist position in the Finance field is open for applications.
This role, Client Onboarding & Wealth Management Support Specialist at Baird Careers, could be your next move.
Are you ready to take on the Client Onboarding & Wealth Management Support Specialist role at Baird Careers?
We would love to welcome a new Client Onboarding & Wealth Management Support Specialist to our group in Asheville, NC, United States.
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