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: 17 hours agoStatus: Live

Job Summary

Deliver client service and operational support to one or more Financial Advisors within Private Wealth Management. Own client onboarding coordination, manage communications, and support account operations including proposals, paperwork, and account opening/asset transitions. Answer incoming calls, maintain advisor/client service plans through CRM and mailings, and coordinate client seminars/events with content and presentations. Ensure adherence to regulatory policies and maintain client confidentiality.

Location: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding for Financial Advisor prospect pipelines, including proposal support, new account paperwork, opening accounts, asset transitions to Baird, and ongoing communication/client service planning.
•Answer incoming phone calls appropriately, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) for advisors and leverage CRM to manage client relationships via mailings, reporting, and e-mail tracking to implement client service models.
•Assemble/generate materials for client meetings and organize seminars/events, including client lists, seminar content, PowerPoint presentation coordination, and follow-up with client contact.
•Support client account transactions and special projects as needed, including entering security orders per advisor/client instructions, and proactively review investment opportunities daily to notify advisors.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam plus Series 7 and Series 66 or Series 63 and Series 65 licenses, or willingness to obtain within 18 months.
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with strong organizational skills; understands compliance regulations and maintains client confidentiality.

Experience:2+ years

Skills:CommunicationOrganizational skillsAttention to detailCompliance awarenessProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInX

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

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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: 17 hours agoStatus: Live

Job Summary

Location: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding for Financial Advisor prospect pipelines, including proposal support, new account paperwork, opening accounts, asset transitions to Baird, and ongoing communication/client service planning.
•Answer incoming phone calls appropriately, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) for advisors and leverage CRM to manage client relationships via mailings, reporting, and e-mail tracking to implement client service models.
•Assemble/generate materials for client meetings and organize seminars/events, including client lists, seminar content, PowerPoint presentation coordination, and follow-up with client contact.
•Support client account transactions and special projects as needed, including entering security orders per advisor/client instructions, and proactively review investment opportunities daily to notify advisors.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam plus Series 7 and Series 66 or Series 63 and Series 65 licenses, or willingness to obtain within 18 months.
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with strong organizational skills; understands compliance regulations and maintains client confidentiality.

Experience:2+ years

Skills:CommunicationOrganizational skillsAttention to detailCompliance awarenessProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInX

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