Wealth Management Client Services Associate
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Office Administrator/ Coordinator
Baird in Camden, ME is seeking a Client Assistant to deliver outstanding client service and support to Financial Advisors within Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events to enhance the client experience.
You’ll work with CRM systems, assist with account operations, and support regulatory compliance while developing your knowledge of securities licensing requirements. This role offers growth and learning opportunities.
We are looking to fill the Wealth Management Client Services Associate position at Baird in Camden, ME, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Camden, ME, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 29.000 - 38.000.
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