Baird

2 days ago

Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Deliver outstanding client service and operational support to one or more Financial Advisors in Baird’s Private Wealth Management business. Coordinate client onboarding, manage advisor prospect pipelines, assist with proposal generation, prepare paperwork, and open/transition new accounts. Handle incoming calls, maintain client confidentiality, manage CRM and client service models, and support seminars and events with tailored materials and presentations—while ensuring adherence to regulatory policies.

Location: North Carolina

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipeline, assisting with proposal generation, preparing paperwork, opening accounts, transitioning assets to Baird, and establishing ongoing communication/client service plans.
•Answer incoming phone calls, manage client needs where possible, advise Financial Advisors on actions taken, and schedule appointments/conference rooms as needed.
•Maintain the Client Relationship Management (CRM) system and leverage the platform for mailings, reporting, e-mail tracking, and client service models.
•Assemble/generate meeting materials (paperwork and reports) and organize seminars/client events, including developing client lists and coordinating PowerPoint presentations.
•Initiate and complete transactions required to service client accounts (paperwork, correspondence, fulfillment, and special projects as needed) while ensuring compliance with firm and industry regulatory policies.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with strong accuracy and attention to detail.
•Strong organization, analytical/problem-solving skills, and understanding of compliance regulations and correspondence policies while maintaining client confidentiality.

Experience:2+ yearsFinancial services

Skills:CommunicationAttention to detailOrganizational skillsAnalytical thinkingProblem-solvingClient confidentiality

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:Active Securities Industry Essentials (SIE) ExamSeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInXCRMEmail trackingPowerPoint presentations

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Baird

2 days ago

Client Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: North Carolina

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipeline, assisting with proposal generation, preparing paperwork, opening accounts, transitioning assets to Baird, and establishing ongoing communication/client service plans.
•Answer incoming phone calls, manage client needs where possible, advise Financial Advisors on actions taken, and schedule appointments/conference rooms as needed.
•Maintain the Client Relationship Management (CRM) system and leverage the platform for mailings, reporting, e-mail tracking, and client service models.
•Assemble/generate meeting materials (paperwork and reports) and organize seminars/client events, including developing client lists and coordinating PowerPoint presentations.
•Initiate and complete transactions required to service client accounts (paperwork, correspondence, fulfillment, and special projects as needed) while ensuring compliance with firm and industry regulatory policies.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with strong accuracy and attention to detail.
•Strong organization, analytical/problem-solving skills, and understanding of compliance regulations and correspondence policies while maintaining client confidentiality.

Experience:2+ yearsFinancial services

Skills:CommunicationAttention to detailOrganizational skillsAnalytical thinkingProblem-solvingClient confidentiality

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:Active Securities Industry Essentials (SIE) ExamSeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInXCRMEmail trackingPowerPoint presentations

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn