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Wealth Client Specialist — Onboarding
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-01-27
Listing for:
Baird
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Business Administration -
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Raleigh, NC, seeks a Client Specialist to coordinate and deliver outstanding client service to Financial Advisors. You will manage onboarding, support operational tasks, and assist with client communications while maintaining a high level of accuracy and confidentiality. The ideal candidate should have 2+ years of experience, proficiency in Microsoft Office, and excellent communication skills. This full-time entry-level role provides training for necessary licenses.
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