2 months ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

deliver outstanding client service and operational support to Financial Advisors in Private Wealth Management by coordinating onboarding, managing communications, supporting account operations, and organizing client events to tailor wealth solutions for each client’s vision.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including drafting proposals, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing client service plans.
•Develop and leverage knowledge of Baird’s Corporate Resource Groups to deliver tailored wealth management solutions.
•Answer all incoming calls, manage client needs, and advise Financial Advisors on actions.
•Schedule client appointments and reserve conference rooms as needed.
•Assemble materials for client meetings and ensure regulatory policy adherence.

Pay and Benefits

Salary: USD 24.36 - 36.67 hourly

Perks:Annual Bonus

Key Requirements

•2+ years of prior industry and/or Administrative work experience.
•Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months of hire (training provided). If not licensed, title will be Client Assistant.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to navigate Private Wealth Management technology platforms.
•Excellent verbal and written communication skills, with strong organizational abilities and attention to detail.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailTeamwork

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficePowerPointExcelWordCRM

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 months ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including drafting proposals, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing client service plans.
•Develop and leverage knowledge of Baird’s Corporate Resource Groups to deliver tailored wealth management solutions.
•Answer all incoming calls, manage client needs, and advise Financial Advisors on actions.
•Schedule client appointments and reserve conference rooms as needed.
•Assemble materials for client meetings and ensure regulatory policy adherence.

Pay and Benefits

Salary: USD 24.36 - 36.67 hourly

Perks:Annual Bonus

Key Requirements

•2+ years of prior industry and/or Administrative work experience.
•Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months of hire (training provided). If not licensed, title will be Client Assistant.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to navigate Private Wealth Management technology platforms.
•Excellent verbal and written communication skills, with strong organizational abilities and attention to detail.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailTeamwork

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficePowerPointExcelWordCRM

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