Baird

4 weeks ago

Client Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Support Financial Advisors in delivering client service and onboarding, coordinating new accounts, managing communications, and organizing client events within Private Wealth Management. Maintain CRM while assisting proposals, account operations, and client communications; ensure regulatory adherence and contribute to a seamless, professional client experience.

Location: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Coordinate client onboarding including managing advisor prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning assets, and establishing client service plans.
•Maintain CRM and leverage the platform to manage client relationships through mailings, reporting, and email tracking to implement defined client service models.
•Handle incoming calls and schedule client appointments or conference rooms as needed.
•Ensure adherence to firm and financial industry regulatory policies in daily operations.
•Organize and coordinate seminars and client events, including developing client lists and preparing materials and presentations.

Key Requirements

•2+ years of relevant work experience.
•Focus on excellent client service.
•Study for and obtain the Securities Industry Essentials (SIE) exam and Series 7 and 66 licensures within 18 months of hire; training provided by Baird.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and navigating Private Wealth Management technology platforms.
•Detail oriented with strong organizational and prioritization skills.

Experience:2+ yearsPrivate wealth managementFinanceFinancial services

Education:Bachelor's

Skills:CommunicationAttention to detailOrganizationProblem-solvingTeamwork

Certifications:SIESeries 7Series 66

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

4 weeks ago

Client Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Coordinate client onboarding including managing advisor prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning assets, and establishing client service plans.
•Maintain CRM and leverage the platform to manage client relationships through mailings, reporting, and email tracking to implement defined client service models.
•Handle incoming calls and schedule client appointments or conference rooms as needed.
•Ensure adherence to firm and financial industry regulatory policies in daily operations.
•Organize and coordinate seminars and client events, including developing client lists and preparing materials and presentations.

Key Requirements

•2+ years of relevant work experience.
•Focus on excellent client service.
•Study for and obtain the Securities Industry Essentials (SIE) exam and Series 7 and 66 licensures within 18 months of hire; training provided by Baird.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and navigating Private Wealth Management technology platforms.
•Detail oriented with strong organizational and prioritization skills.

Experience:2+ yearsPrivate wealth managementFinanceFinancial services

Education:Bachelor's

Skills:CommunicationAttention to detailOrganizationProblem-solvingTeamwork

Certifications:SIESeries 7Series 66

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