Wealth Client Onboarding & Operations Specialist
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-09-07
Listing for:
Baird
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Baird in Seattle seeks a Client Specialist to deliver exceptional client service and operational support for Private Wealth Management. You’ll coordinate onboarding, manage communications, and help organize client events while aligning with regulatory policies.
Role requires 2+ years of experience, relevant securities licenses or willingness to obtain, and proficiency in MS Office. The team values accuracy, organization, and proactive client service.
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