Wealth Client Specialist – Onboarding & Support
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Baird is seeking a Client Specialist in Grand Rapids to deliver exceptional client service and operational support for Financial Advisors within Private Wealth Management.
You will coordinate onboarding, manage communications, support account operations, and help organize client events to strengthen client relationships and business growth.
The role requires strong communication, organization, and compliance awareness, plus relevant securities licenses or willingness to obtain within 18 months.
Our team is growing, and we are hiring a Wealth Client Specialist – Onboarding & Support in Grand Rapids, MI, United States.
We would love to welcome a new Wealth Client Specialist – Onboarding & Support to our group in Grand Rapids, MI, United States.
For the Wealth Client Specialist – Onboarding & Support position at Baird, we are reviewing applications now.
Step into the Wealth Client Specialist – Onboarding & Support role at Baird in Grand Rapids, MI, United States and grow with us.
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