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Client Assistant Jobs in California (NOW HIRING)

Baird Capital

Client Assistant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

Client Assistant at Baird As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at ...

Baird

Client Assistant

Santa Clara, CA · On-site

$27.70 - $36.62/hr

As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...

Baird

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird

Client Specialist

Grass Valley, CA · On-site

$24.36 - $36.67/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Robert W Baird & Co

Client Specialist

Grass Valley, CA · On-site

$24.36 - $36.67/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

New

Robert W Baird & Co

Client Specialist

Grass Valley, CA · On-site

$24.36 - $36.67/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Robert W Baird & Co

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Robert W Baird & Co

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

Baird Capital

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

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Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in California?

The most popular types of Client jobs in California are:

What cities in California are hiring for Client Assistant jobs?

Cities in California with the most Client Assistant job openings:

Client Assistant jobs near you
Infographic showing various Client Assistant job openings in California as of August 2026, with employment types broken down into 81% Full Time, 13% Part Time, and 6% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution.

Client Assistant

Santa Clara, CA • On-site

Baird Capital
Investment Clubs and Venture Capital Companies • 51 - 200 employees
Learn more about Baird Capitalexternal

$27.70 - $36.62/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Client Assistant at Baird

As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

The Impact You'll Make:

  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
  • Answers all incoming phone calls and handles as appropriate
  • May schedule client appointments and/or conference room for appointments
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
  • May manage FA and Team's social media presence (website, LinkedIn, etc.)
  • Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction
  • May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary
  • Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities

What You'll Bring to Baird:

  • 2+ years of relevant work experience
  • Focus on excellent client service
  • Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
  • Detail oriented with an emphasis on accuracy
  • Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
  • Good analytical and critical problem-solving skills
  • Bachelor's degree preferred, not required

Compensation and Benefits:

  • $27.70 - $36.62 hourly rate
  • Bonus potential up to 8.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

Apply