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Strategic Client Specialist — Wealth Management & Onboarding

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Baird
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Raleigh is seeking a Senior Client Specialist to ensure exceptional client service. This role includes managing client onboarding, enhancing advisor effectiveness, and identifying growth opportunities. Ideal candidates must have at least 5 years of experience and required financial licenses such as Series 7 and 66. Strong analytical skills and proficiency in Microsoft Office are essential.

The position offers opportunities for strategic contributions to business development and practice success.
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