Baird

1 month ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 day agoStatus: Live

Job Summary

Deliver exceptional client service and operational support within Baird’s Private Wealth Management. Coordinate onboarding, communications, and account operations for Financial Advisors; organize client events and meetings; maintain CRM and support the client experience to help clients achieve their financial goals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Greet and direct incoming clients, visitors, and business associates in a helpful, professional, and pleasant manner; provide information, directions or assistance as needed.
•Maintain and leverage CRM to manage client relationships through mailings, reporting, e-mail tracking, and more; implement well-defined client service models.
•Plan, coordinate and arrange vendor luncheons, client meetings, etc.; set up conference calls.
•Answer all incoming phone calls and route to appropriate destination; advise Financial Advisors of actions taken.
•Initiate and complete transactions to service client accounts, including paperwork, correspondence, client requests and special projects as needed.

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 or willingness to obtain within 18 months of hire.

Experience:2+ yearsFinancial servicesWealth managementPrivate Wealth Management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailCustomer service

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft Office

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

1 month ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 day agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Greet and direct incoming clients, visitors, and business associates in a helpful, professional, and pleasant manner; provide information, directions or assistance as needed.
•Maintain and leverage CRM to manage client relationships through mailings, reporting, e-mail tracking, and more; implement well-defined client service models.
•Plan, coordinate and arrange vendor luncheons, client meetings, etc.; set up conference calls.
•Answer all incoming phone calls and route to appropriate destination; advise Financial Advisors of actions taken.
•Initiate and complete transactions to service client accounts, including paperwork, correspondence, client requests and special projects as needed.

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 or willingness to obtain within 18 months of hire.

Experience:2+ yearsFinancial servicesWealth managementPrivate Wealth Management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailCustomer service

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft Office

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