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Wealth Management Client Specialist
Job in
Jeffersontown, Jefferson County, Kentucky, USA
Listed on 2026-08-20
Listing for:
Baird
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
Baird is seeking a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management in Kentucky. You will coordinate onboarding, manage communications, support account operations, and assist with client events to enhance the client experience.
Responsibilities include maintaining CRM, preparing paperwork, and liaising with Financial Advisors to drive business and compliance adherence.
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