The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .

About the Role:

The Client Onboarding Specialist plays a critical role in delivering a seamless and high-touch experience for clients transitioning into Baird Trust. Acting as the primary liaison between Financial Advisors and Baird Trust’s subject matter experts—including Portfolio Managers, Trust Officers, and Trust Strategists—this individual ensures clear, consistent communication and coordination throughout the onboarding process.

From the initial discovery phase through to asset transfer and relationship handoff, the Client Onboarding Specialist is responsible for orchestrating the efforts of the relationship team to ensure that client expectations are met with precision and care.

The Impact You’ll Make:

Serve as the central point of contact for Financial Advisors and internal stakeholders during the onboarding process.

Coordinate communication among the assigned Portfolio Manager, Trust Officer, and Trust Strategist to ensure alignment and timely execution.

Manage the onboarding timeline and milestones to ensure a smooth transition of assets and services.

Deliver a white-glove onboarding experience by providing proactive, personalized service that anticipates client needs and exceeds expectations.

Act as a steward of Baird Trust’s service standards, ensuring every interaction reflects our commitment to excellence and attention to detail.

Educate Financial Advisors on Baird Trust’s capabilities and help them identify opportunities within their client base.

Collaborate with the Director of Growth to support Financial Advisor development and engagement.

Partner with the Director of Client and Financial Advisor Experience to uphold and enhance service standards.

Delivers exceptional client service characterized by expertise, empathy, patience, efficiency, and courtesy.

Assist in building a formal onboarding strategy.

Work closely with Baird Trust technology team to identify opportunities for efficiency and enhancement.

Formulate and assist in the implementation of onboarding policies and practices.

Provides consultation and advice to leadership regarding onboarding best practices.

What You’ll Bring to Baird:

Bachelor’s degree in business administration or other related discipline, or the equivalent combination of education, training, or related work experience.

Strong project management and organizational skills.

Excellent interpersonal and communication abilities.

2-4 years of experience in financial services, wealth management, or trust services preferred.

Client-focused mindset with a commitment to delivering exceptional, high-touch service.

Ability to work collaboratively across teams and manage multiple priorities.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .