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Wealth Management Client Services Specialist

Job in Mill Valley, Marin County, California, 94942, USA
Listing for: Baird
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 27.7 - 41.7 USD Hourly USD 27.70 41.70 HOUR
Job Description & How to Apply Below
Baird is seeking a Client Specialist in Mill Valley, California, to enhance client service and support Financial Advisors. This role involves onboarding clients, managing communications, and providing operational support. Candidates should have 2+ years in a related role and be willing to obtain necessary licenses. Excellent communication and organizational skills are essential. Compensation ranges from $27.70 to $41.70 per hour with bonus potential up to 8.5%.
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