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Digital Client Specialist Jobs (NOW HIRING)

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including ...

Sales Support Specialist

Lancaster, PA

$21.75 - $29.75/hr

Work closely with Digital Client Specialist to assign copy for digital video campaigns, assist with digital order entry and confirmation, track campaign pacing, and produce month-end delivery reports.

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including ...

The Digital Media Specialist supports campaign execution and efficiency for the digital marketing ... Ensure that all deliverables, reports, and client-facing PDFs are saved in the appropriate folders ...

They work alongside a client services team of digital marketing specialists, building strong and mutually trusting client relationships by providing strategic guidance and delivering tangible results.

They work alongside a client services team of digital marketing specialists, building strong and mutually trusting client relationships by providing strategic guidance and delivering tangible results.

They work alongside a client services team of digital marketing specialists, building strong and mutually trusting client relationships by providing strategic guidance and delivering tangible results.

They work alongside a client services team of digital marketing specialists, building strong and mutually trusting client relationships by providing strategic guidance and delivering tangible results.

They work alongside a client services team of digital marketing specialists, building strong and mutually trusting client relationships by providing strategic guidance and delivering tangible results.

Showing results 21-40

Digital Client Specialist information

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$31K

$78.5K

$117K

How much do digital client specialist jobs pay per year?

As of Aug 24, 2026, the average yearly pay for digital client specialist in the United States is $78,520.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is a digital client specialist?

Digital Client Specialists are professionals who act as the main point of contact between a company and its clients for digital products and services. They help clients understand, implement, and optimize digital solutions, ensuring their needs are met and their issues are resolved quickly. Their responsibilities often include onboarding new clients, providing technical support, offering training, and maintaining strong client relationships to drive satisfaction and retention. Digital Client Specialists work across industries such as advertising, software, and technology, adapting their skills to different digital platforms and tools.

How does a digital client specialist typically collaborate with sales and technical teams to support client needs?

As a Digital Client Specialist, you’ll frequently act as a bridge between clients, sales representatives, and technical teams. Your role involves translating client requirements into actionable tasks, coordinating with sales to ensure solutions align with business goals, and working closely with technical staff to address complex digital issues. Regular communication, project meetings, and status updates are part of your routine to ensure all stakeholders are informed and client expectations are met. This collaborative environment helps you develop strong cross-functional skills and provides insight into multiple facets of the business.

What are the key skills and qualifications needed to thrive as a digital client specialist, and why are they important?

To thrive as a Digital Client Specialist, you need a solid understanding of digital marketing concepts, client relationship management, and a relevant degree or equivalent experience. Familiarity with CRM platforms, analytics tools like Google Analytics, and digital advertising systems such as Google Ads is typically required. Strong communication, problem-solving, and organizational skills help you build trust with clients and manage multiple projects efficiently. These skills are crucial for delivering effective digital solutions, retaining clients, and driving business growth in a competitive landscape.

What is the difference between Digital Client Specialist vs Digital Account Manager?

AspectDigital Client SpecialistDigital Account Manager
Primary RoleSupports clients with digital products and services, ensuring satisfaction and onboardingManages client accounts, develops strategies, and maintains ongoing relationships
Required SkillsCustomer service, digital tools, communicationAccount management, strategic planning, digital marketing
Work EnvironmentCustomer support teams, digital service departmentsSales, client relations, digital marketing teams
Common UsageIn industries like tech, finance, and marketing for client onboarding/supportIn advertising, digital marketing agencies, and tech firms for account growth

The Digital Client Specialist focuses on supporting and onboarding clients with digital products, ensuring their satisfaction. In contrast, the Digital Account Manager manages ongoing client relationships, develops strategies, and seeks to grow accounts. While both roles require digital skills and client interaction, their core responsibilities differ in scope and focus.

What job categories do people searching Digital Client Specialist jobs look for?

The top searched job categories for Digital Client Specialist jobs are:

Infographic showing various Digital Client Specialist job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $78,520 per year, or $37.8 per hour.

Client Specialist

Baird

Wexford, PA • On-site

Full-time

Posted 20 days ago


Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

About the Role:
As a Client Specialist 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.
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:
  • Drive and execute on the digital and social media strategy for Financial Advisor(s)/team, including making updates to FA Websites, social media properties such as LinkedIn, X, Facebook, etc., where applicable
  • 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.
  • 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. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
  • 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.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • 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 on a daily basis & 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:
  • Proficient in Canva, Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, IntelliPro, CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites etc.).
  • 2+ years of prior industry and/or administrative work experience.
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. 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 Management technology platforms.
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

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