Client Experience Coordinator – Private Wealth
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-06-24
Listing for:
Baird
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Banking & Finance
Job Description & How to Apply Below
Baird is seeking a Client Specialist in Fort Worth, Texas to deliver exceptional client service and operational support to Financial Advisors. The role involves managing client communications, onboarding, and organizing impactful client events.
Candidates should have at least 2 years of industry experience and strong organizational skills. Licensing requirements include the Securities Industry Essentials (SIE) Exam and other Series licenses. Join Baird's Private Wealth Management team to help clients achieve their financial goals.
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