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Financial Advisor Financial Services

Wealth Client Concierge & Onboarding Specialist

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Baird
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks a Client Specialist in Louisville, KY to enhance client experiences by coordinating onboarding and supporting Financial Advisors. The role requires 2+ years of administrative experience, strong organizational and communication skills, and proficiency in Microsoft Office. Candidates must be willing to obtain necessary securities licenses within 18 months. This opportunity offers the potential to make a significant impact in Private Wealth Management, contributing to tailored client solutions.
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