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Wealth Client Experience Specialist
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-08-19
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-19
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
CRM Systems & Management
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist to deliver exceptional client service and support to one or more Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, assist with account operations, and help organize client events.
You’ll build knowledge of business policies, work with AI-enabled tools, and maintain a strong client relationship through CRM and reporting. A bachelor’s degree is preferred.
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