Wealth Management Client Concierge

Posted 2 days ago

bairdCharleston (WV)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

Apply

About the role

Baird in Charleston, WV is seeking a Client Assistant to deliver exceptional client service and operational support for Private Wealth Management Advisors. You will coordinate onboarding, open accounts, manage communications, and help organize client events. Join a team focused on tailored wealth solutions, maintain CRM workflows, and support regulatory adherence. 2+ years of experience and MS Office proficiency are required; SIE/Series licenses are expected to be pursued within 18 months with

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.