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Private Wealth Client Services Specialist

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Baird
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Raleigh is seeking a Client Specialist to enhance client experiences by coordinating onboarding, managing communications, and supporting account operations. The ideal candidate will demonstrate strong organizational skills and the ability to prioritize effectively. Financial service knowledge and licenses are preferred, but training will be provided. This role is critical in supporting the Private Wealth Management business, offering a chance to contribute to client success and engagement.
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