Client Onboarding & Wealth Management Support Specialist
Job in
Durango, La Plata County, Colorado, 81302, USA
Listed on 2026-09-04
Listing for:
Baird
Full Time
position Listed on 2026-09-04
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Baird in Colorado's Durango region seeks a Client Specialist to support Financial Advisors by coordinating onboarding, managing communications, and handling account operations. You’ll help organize client events, prepare materials, and maintain the CRM to deliver a seamless client experience.
You’ll work closely with Advisors, ensure regulatory compliance, and may assist with social media and seminar logistics.
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