Wealth Client Concierge & Onboarding Lead
Listed on 2026-10-12
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Finance & Banking
Wealth Management
Baird is seeking a Client Assistant in Asheville, NC to support Financial Advisors with onboarding, client communications, and account operations. You will help manage client events and seminars, maintain CRM data, and coordinate scheduling and correspondence.
A strong focus on client service and organizational skills is essential. The role supports Baird's Private Wealth Management team and offers training opportunities to become licensed (SIE, Series 7/66) with employer-paid tuition.
This posting is for the Wealth Client Concierge & Onboarding Lead role at Baird, based in Asheville, NC, United States.
We are looking to fill the Wealth Client Concierge & Onboarding Lead position at Baird in Asheville, NC, United States.
The Wealth Client Concierge & Onboarding Lead role at Baird is now open for applications in Asheville, NC, United States.
Join us at Baird as our next Wealth Client Concierge & Onboarding Lead in Asheville, NC, United States.
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