Client Specialist

Baird
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Organization","Problem-solving","Attention to detail","Customer service"]

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.

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Baird
Baird
3 months ago

Client Specialist

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Last checked: 7 days 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
WebsiteLinkedIn