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Client Specialist: Wealth Onboarding & Client Service
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-28
Listing for:
Baird
Full Time
position Listed on 2026-08-28
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Baird in Scottsdale, AZ is seeking a Client Specialist to deliver client service and support to Financial Advisors in Private Wealth Management. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events, while maintaining compliance and confidentiality.
You will develop knowledge of Baird’s partnerships and technology platforms to optimize client experiences and drive advisor success.
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