Baird

1 month ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

A client-focused role providing onboarding coordination, account operations support, and client relationship activities for Financial Advisors within Baird’s Private Wealth Management. You’ll manage onboarding, communications, events, and CRM tasks while ensuring compliance and delivering a high-quality client experience.

Location: United States

Workplace: Onsite

Employment Type: Full time

Key Responsibilities

•Coordinate client onboarding, including managing prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, and establishing ongoing client service plans.
•Maintain and leverage CRM for Financial Advisors, manage communications and reporting to support client relationships.
•Schedule client appointments and conference rooms as needed and coordinate related logistics.
•Assemble and generate materials for client meetings, paperwork, and reports.
•Organize and coordinate seminars and client events, including content design and presentations.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and navigate private wealth platforms.
•Excellent verbal and written communication skills; ability to exchange ideas and information effectively.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solving

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft Office

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 Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Key Responsibilities

•Coordinate client onboarding, including managing prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, and establishing ongoing client service plans.
•Maintain and leverage CRM for Financial Advisors, manage communications and reporting to support client relationships.
•Schedule client appointments and conference rooms as needed and coordinate related logistics.
•Assemble and generate materials for client meetings, paperwork, and reports.
•Organize and coordinate seminars and client events, including content design and presentations.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and navigate private wealth platforms.
•Excellent verbal and written communication skills; ability to exchange ideas and information effectively.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solving

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft Office

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