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Wealth Client Experience Specialist

Job in Wexford, Allegheny County, Pennsylvania, 15090, USA
Listing for: Baird Careers
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Location: Wexford

Baird 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.

This role supports Baird’s Private Wealth Management and requires strong MS Office skills, attention to detail, and excellent communication. Licensing may be pursued within 18 months of hire.

Consider building your career as a Wealth Client Experience Specialist at Baird Careers.

Are you ready to take on the Wealth Client Experience Specialist role at Baird Careers?

We would love to welcome a new Wealth Client Experience Specialist to our group in Wexford, Allegheny County, United States.

For the Wealth Client Experience Specialist position at Baird Careers, we are reviewing applications now.

Step into the Wealth Client Experience Specialist role at Baird Careers in Wexford, Allegheny County, United States and grow with us.

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