Wealth Client Assistant: Onboarding & Advisor Support
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-22
Listing for:
Baird
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Baird is seeking a Client Assistant in Cleveland to deliver top-notch client service and operational support to Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen the client experience.
Role requires 2+ years of experience, MS Office proficiency, and strong written and verbal communication. Training for SIE and Series 7/66 is provided and expected within 18 months of hire.
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