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Wealth Management Client Services Specialist

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Baird
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Kentucky is seeking a Client Specialist to deliver exceptional client service while managing onboarding and communications. In this role, you will coordinate with Financial Advisors and take on responsibilities such as client event organization and CRM management. Candidates should have 2+ years of relevant experience, strong communication skills, and familiarity with financial industry regulations. Relevant licenses or willingness to obtain them are also required for this role.
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