Wealth Management Client Services & Onboarding Associate
Listed on 2026-10-07
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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 operational support for one or more Financial Advisors in the Private Wealth Management group. You will coordinate onboarding, manage communications, and help organize client events to strengthen relationships and trust.
Your role involves CRM maintenance, trade paperwork, and proactive opportunity review to support advisor growth. A focus on accuracy, organization, and clear communication is essential.
For the Wealth Management Client Services & Onboarding Associate position at Baird Careers, we are reviewing applications now.
We are currently recruiting a Wealth Management Client Services & Onboarding Associate for our team in Camden, ME, United States.
This is a strong role to take on the Wealth Management Client Services & Onboarding Associate role at Baird Careers.
As a Wealth Management Client Services & Onboarding Associate, you will play an important part at Baird Careers in Camden, ME, United States.
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