Baird

1 week ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Serve as a key point of contact for one or more Financial Advisors, delivering exceptional client service and operational support. Coordinate onboarding, manage communications, support account operations, and help plan client events. Maintain the client relationship in the CRM, handle incoming calls, generate meeting materials, and complete client account transactions. Ensure adherence to firm and financial regulatory policies while supporting advisor business effectiveness in Baird’s Private Wealth Management practice.

Location: Boulder

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding for Financial Advisors, including managing the prospect pipeline, preparing new account paperwork, and establishing an ongoing service plan.
•Answer and route incoming phone calls, advise advisors on actions taken, and schedule client appointments as needed.
•Maintain client relationships in the CRM and use the platform for mailings, reporting, and e-mail tracking to implement service models.
•Assemble/generate materials and reports for client meetings, and support seminars and client events (lists, content, PowerPoint coordination, and follow-through).
•Initiate and complete transactions and handle security orders (e.g., stocks, bonds, fixed income, options, annuities) per advisor or client direction while ensuring regulatory adherence.

Pay and Benefits

Salary: USD 24.36 - 36.67 hourly

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) and Series 7 plus Series 66 or Series 63 and Series 65, or be willing to study and obtain within 18 months of hire.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with attention to accuracy and detail.
•Understand compliance regulations and correspondence policies; maintain client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationAttention to accuracyOrganizationCompliance understandingProblem-solvingClient confidentiality

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

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInXCRM

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 week ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Boulder

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding for Financial Advisors, including managing the prospect pipeline, preparing new account paperwork, and establishing an ongoing service plan.
•Answer and route incoming phone calls, advise advisors on actions taken, and schedule client appointments as needed.
•Maintain client relationships in the CRM and use the platform for mailings, reporting, and e-mail tracking to implement service models.
•Assemble/generate materials and reports for client meetings, and support seminars and client events (lists, content, PowerPoint coordination, and follow-through).
•Initiate and complete transactions and handle security orders (e.g., stocks, bonds, fixed income, options, annuities) per advisor or client direction while ensuring regulatory adherence.

Pay and Benefits

Salary: USD 24.36 - 36.67 hourly

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) and Series 7 plus Series 66 or Series 63 and Series 65, or be willing to study and obtain within 18 months of hire.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with attention to accuracy and detail.
•Understand compliance regulations and correspondence policies; maintain client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationAttention to accuracyOrganizationCompliance understandingProblem-solvingClient confidentiality

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

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInXCRM

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