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Wealth Management Client Success Specialist
Job in
Grass Valley, Nevada County, California, 95949, USA
Listed on 2026-09-07
Listing for:
Baird
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, CRM Systems & Management, Office Administrator/ Coordinator
Job Description & How to Apply Below
Baird is seeking a Client Specialist to deliver exceptional client service and operational support for one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.
Responsibilities include coordinating onboarding, assisting with proposals, preparing new account paperwork, maintaining the CRM, and supporting seminars and client meetings.
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