Wealth Client Experience Specialist
Listed on 2026-10-07
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Customer Service/HelpDesk
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Finance & Banking
Baird in Evansville, IN is seeking a Client Specialist to deliver outstanding client service and support for Financial Advisors, coordinating onboarding, account operations, and client events. You will be at the heart of the client experience, helping organize onboarding, managing communications, and supporting advisory teams.
Responsibilities include maintaining CRM, preparing paperwork, handling client requests, and ensuring regulatory compliance.
We have an opening for a Wealth Client Experience Specialist in Evansville, IN, United States within Management & Operations, IT & Technology.
Join us at Baird as our next Wealth Client Experience Specialist in Evansville, IN, United States.
We are currently recruiting a Wealth Client Experience Specialist for our team in Evansville, IN, United States.
This is a great role to take on the Wealth Client Experience Specialist role at Baird.
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