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Wealth Management Client Experience Specialist
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-07-22
Listing for:
Nichols College
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Baird, a Private Wealth Management firm, is hiring a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling account operations. You will assist with paperwork, open accounts, and transition assets while maintaining client confidentiality and regulatory compliance.
The role emphasizes strong organization, excellent communication, and the ability to analyze opportunities to help drive advisor business and client service excellence.
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