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Wealth Management Client Experience Coordinator
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-06-29
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Denver, Colorado, to provide exceptional client service and operational support to Financial Advisors. This role involves onboarding clients, managing communications, and coordinating client events, directly contributing to the success of the Private Wealth Management business.
Ideal candidates have at least 2 years of experience, relevant securities licenses, and proficiency in Microsoft Office. The position offers a competitive hourly rate with bonus potential.
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