Baird

1 month ago

Client Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Support Financial Advisors in Private Wealth Management by coordinating client onboarding, communications, and account operations; maintain CRM, organize client events, and assist with regulatory compliance. This role focuses on delivering exceptional client service and operational support to drive the client experience and advisor success.

Location: Ann Arbor

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Coordinate client onboarding, including managing prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, and transitioning assets to Baird.
•Maintain and leverage the CRM system to manage client relationships through mailings, reporting, email tracking, and defined service models.
•Organize and coordinate client seminars and events, developing materials, presentations, and contact follow-ups.
•Process transactions to fully service client accounts, including paperwork, correspondence, and special projects as needed.
•Proactively review investment opportunities daily and notify Financial Advisors to act on opportunities to drive the business.

Key Requirements

•2+ years of relevant work experience.
•Focus on excellent client service.
•Willingness to study for and obtain the Securities Industry Essentials (SIE) exam and Series 7 and 66 licenses within 18 months of hire (training provided).
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and ability to navigate wealth management platforms.
•Good verbal and written communication skills and attention to detail.

Experience:2+ yearsFinancial servicesWealth managementPrivate Wealth Management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingCustomer-service

Languages:English

Tech Stack:Microsoft OfficeCRM

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 Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Ann Arbor

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Coordinate client onboarding, including managing prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, and transitioning assets to Baird.
•Maintain and leverage the CRM system to manage client relationships through mailings, reporting, email tracking, and defined service models.
•Organize and coordinate client seminars and events, developing materials, presentations, and contact follow-ups.
•Process transactions to fully service client accounts, including paperwork, correspondence, and special projects as needed.
•Proactively review investment opportunities daily and notify Financial Advisors to act on opportunities to drive the business.

Key Requirements

•2+ years of relevant work experience.
•Focus on excellent client service.
•Willingness to study for and obtain the Securities Industry Essentials (SIE) exam and Series 7 and 66 licenses within 18 months of hire (training provided).
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and ability to navigate wealth management platforms.
•Good verbal and written communication skills and attention to detail.

Experience:2+ yearsFinancial servicesWealth managementPrivate Wealth Management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingCustomer-service

Languages:English

Tech Stack:Microsoft OfficeCRM

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