Senior Client Specialist - Wealth Management Onboarding
Listed on 2026-10-07
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Finance & Banking
Wealth Management
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Senior Client Specialist to partner with Financial Advisors in delivering exceptional client service and strategic onboarding.
You will manage complex onboarding, high-touch communications, and business development opportunities to enhance advisor effectiveness and practice growth. The role requires active securities licenses (SIE, Series 7, and Series 66 or Series 63/65), 5+ years of industry experience, and strong Excel/PowerPoint skills.
As a Senior Client Specialist
- Wealth Management Onboarding, you will play an important part at Baird Careers in Portland, ME, 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 Senior Client Specialist
- Wealth Management Onboarding role at Baird Careers, based in Portland, ME, United States.
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