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Wealth Management Client Specialist

Job in Jeffersontown, Jefferson County, Kentucky, USA
Listing for: Baird
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
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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