More jobs:
Client & Wealth Operations Specialist
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-07-20
Listing for:
Baird
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management -
Finance & Banking
Job Description & How to Apply Below
Baird seeks a Client Specialist in Boulder to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and assist with account operations and client events, directly contributing to advisor success.
You’ll use MS Office and CRM tools to support proposals, paperwork, and reporting, while maintaining confidentiality and regulatory compliance. A background in onboarding and strong communication are essential.
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