Financial Client Concierge & Onboarding Specialist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-11
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-11
Job specializations:
-
Customer Service/HelpDesk
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Finance & Banking
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 our Private Wealth Management group.
You will coordinate onboarding, maintain communications, support account operations and help organize client events. You will work with Financial Advisors to ensure timely paperwork, asset transitions, and ongoing client service plans while adhering to regulatory requirements and confidentiality.
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