Baird

2 weeks ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Deliver client service and operational support to one or more Financial Advisors within Private Wealth Management. Coordinate onboarding and account transitions, manage communications, answer incoming calls, assemble client materials, and maintain CRM-based client service models. Ensure adherence to firm and financial industry regulatory policies, support seminars and client events, proactively review investment opportunities, and complete client account transactions and requests as needed.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Coordinate client onboarding, including managing Financial Advisor prospect pipeline, assisting with proposals, preparing paperwork, opening accounts, and transitioning new assets.
•Answer incoming phone calls, manage client needs where possible, and advise Financial Advisors on actions taken.
•Maintain client relationship management (CRM) and use the platform to manage communications such as mailings, reporting, and e-mail tracking to implement client service models.
•Organize client meetings and events, including assembling materials, developing client lists, coordinating PowerPoint presentations, and following through with client contact.
•Complete and process transactions required to service client accounts, including paperwork, correspondence, request fulfillment, and investment order entry per advisor/client direction.

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 licenses, or be willing to obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail-oriented with strong organizational skills and ability to prioritize work; understands compliance and maintains client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:Verbal communicationWritten communicationAttention to accuracyOrganizational skillsCompliance awarenessClient confidentialityProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXEmail tracking

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 weeks ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Coordinate client onboarding, including managing Financial Advisor prospect pipeline, assisting with proposals, preparing paperwork, opening accounts, and transitioning new assets.
•Answer incoming phone calls, manage client needs where possible, and advise Financial Advisors on actions taken.
•Maintain client relationship management (CRM) and use the platform to manage communications such as mailings, reporting, and e-mail tracking to implement client service models.
•Organize client meetings and events, including assembling materials, developing client lists, coordinating PowerPoint presentations, and following through with client contact.
•Complete and process transactions required to service client accounts, including paperwork, correspondence, request fulfillment, and investment order entry per advisor/client direction.

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 licenses, or be willing to obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail-oriented with strong organizational skills and ability to prioritize work; understands compliance and maintains client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:Verbal communicationWritten communicationAttention to accuracyOrganizational skillsCompliance awarenessClient confidentialityProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXEmail tracking

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