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Wealth Client Experience & Onboarding Specialist
Job in
Chapel Hill, Orange County, North Carolina, 27517, USA
Listed on 2026-08-11
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED in Chapel Hill, NC is seeking a Client Specialist to deliver exceptional client service and operational support to Financial Advisors within Baird’s Private Wealth Management group.
You’ll coordinate onboarding, manage communications, and help organize client events, contributing to a seamless client experience. The role requires 2+ years’ industry or administrative experience, relevant licenses (SIE, Series 7, Series 66 or 63 and 65), and strong MS Office
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