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Client Specialist - Private Wealth Onboarding & Support
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-08-19
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-19
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and operational support within its Private Wealth Management group.
You will coordinate onboarding, manage communications, support account operations, and assist with client events to help Advisors grow their business. You will handle paperwork, prepare materials for meetings, and maintain CRM records while ensuring compliance with firm policies.
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