Wealth Management Client Concierge
Job in
Santa Clara, Santa Clara County, California, 95053, USA
Listed on 2026-08-20
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-20
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Robert W. Baird & Co. Incorporated is seeking a Client Assistant to deliver outstanding client service and provide operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations and help organize client events.
The role also involves maintaining CRM data, handling calls, scheduling appointments and ensuring regulatory compliance in a Private Wealth Management context.
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