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Wealth Client Experience Specialist

Job in Evansville, Vanderburgh County, Indiana, 47725, USA
Listing for: Baird
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR

Job Description & How to Apply Below

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.

This posting is for the Wealth Client Experience Specialist role at Baird, based in Evansville, IN, United States.

As a Wealth Client Experience Specialist, you will play an important part at Baird in Evansville, IN, United States.

We invite applications for the Wealth Client Experience Specialist position located in Evansville, IN, United States.

The following opportunity is for a Wealth Client Experience Specialist with Baird.

Our group is growing, and we are hiring a Wealth Client Experience Specialist in Evansville, IN, United States.

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