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Wealth Management Client Concierge & Onboarding
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-14
Listing for:
Baird
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Baird is seeking a Client Specialist who will deliver exceptional client service and operational support to one or more Financial Advisors. You’ll coordinate onboarding, manage communications, support account operations, and help plan client events.
Your role contributes to Baird’s Private Wealth Management by tailoring solutions to each client’s vision and goals while ensuring compliant, smooth processes.
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