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Client Onboarding & Ops Coordinator

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Baird Careers
Full Time position
Listed on 2026-10-07
Job specializations:
  • Business
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 42000 - 60000 USD Yearly USD 42000.00 60000.00 YEAR
Job Description & How to Apply Below

Baird's Client Resource Team is seeking a CRT Operations Assistant to support onboarding, account servicing and client communications within a collaborative wealth-management environment.

You'll coordinate new account paperwork, manage the CRM, handle inquiries, and help ensure regulatory compliance while leveraging Baird's tools and partnerships to deliver thoughtful financial solutions.

Join us at Baird Careers as our next Client Onboarding & Ops Coordinator in Louisville, KY, United States.

We appreciate your interest in this position.

Join Baird Careers and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Client Onboarding & Ops Coordinator role at Baird Careers, based in Louisville, KY, United States.

We are looking to fill the Client Onboarding & Ops Coordinator position at Baird Careers in Louisville, KY, United States.

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