Baird

1 day ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Deliver client service and operational support for one or more Financial Advisors within Private Wealth Management. Coordinate client onboarding, manage advisor prospect pipelines, assist with proposal generation, prepare paperwork, open accounts, and maintain an ongoing communication/service plan. Answer calls, schedule appointments, assemble meeting materials, and support regulatory compliance and client confidentiality. Maintain a CRM system for client relationships and help organize seminars and client events while monitoring investment opportunities and advising next actions.

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipelines, preparing paperwork, opening accounts, and transitioning new assets to Baird while establishing ongoing client service plans.
•Answer incoming calls and handle client needs, advising Financial Advisors on actions taken.
•Maintain client relationship management (CRM) systems and use reporting/mailings/e-mail tracking to implement client service models.
•Assemble and generate materials for client meetings and support appointment scheduling and meeting/conference room coordination.
•Initiate and complete transactions to service client accounts per advisor/client instructions, including potentially entering security orders and proactively reviewing daily investment opportunities.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam and Series 7 plus Series 66, or Series 63 and Series 65, or willingness to obtain within 18 months of hire.
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Strong organizational skills with a detail-oriented, accuracy-focused approach while maintaining client confidentiality and compliance.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailConfidentialityProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXPowerPoint presentations

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 day ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipelines, preparing paperwork, opening accounts, and transitioning new assets to Baird while establishing ongoing client service plans.
•Answer incoming calls and handle client needs, advising Financial Advisors on actions taken.
•Maintain client relationship management (CRM) systems and use reporting/mailings/e-mail tracking to implement client service models.
•Assemble and generate materials for client meetings and support appointment scheduling and meeting/conference room coordination.
•Initiate and complete transactions to service client accounts per advisor/client instructions, including potentially entering security orders and proactively reviewing daily investment opportunities.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam and Series 7 plus Series 66, or Series 63 and Series 65, or willingness to obtain within 18 months of hire.
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Strong organizational skills with a detail-oriented, accuracy-focused approach while maintaining client confidentiality and compliance.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailConfidentialityProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXPowerPoint presentations

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