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Senior Client Specialist - Client Onboarding & Growth
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-07-21
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Senior Client Specialist to partner with Financial Advisors, lead complex client onboarding, and manage high-touch communications in a wealth management setting.
Ideal candidates bring licensing (SIE, Series 7, Series 66/63+65) and strong analytical, problem‑solving, and Microsoft Office skills, enabling proactive client service and growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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