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Client Success Specialist - Wealth Management & Onboarding
Job in
Fort Wright, Kenton County, Kentucky, USA
Listed on 2026-08-22
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED in Fort Wright, KY is seeking a Client Specialist to deliver outstanding client service and operational support to one or more Financial Advisors.
You will coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to the Private Wealth Management business. The role emphasizes collaboration with Advisors, maintaining the CRM, handling client requests, preparing paperwork, and ensuring regulatory
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