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: 9 hours agoStatus: Live

Job Summary

Deliver outstanding client service and operational support to one or more Financial Advisors within Private Wealth Management. Coordinate client onboarding, proposals, account paperwork, and ongoing communication plans, while maintaining client relationships through CRM and reporting. Handle incoming calls, support meetings and events (including seminar materials and presentations), ensure adherence to regulatory policies, and help execute client account transactions and related investment order processing under advisor direction.

Location: Pittsburgh

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding including managing Financial Advisor prospect pipelines, assisting with proposals, preparing paperwork, opening accounts, transitioning new assets, and establishing communication plans.
•Answer incoming phone calls, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) systems and leverage reporting, mailings, and e-mail tracking to implement client service models.
•Assemble materials for client meetings and coordinate seminars/client events as directed, including developing client lists and presentation content.
•Ensure adherence to firm and financial industry regulatory policies, initiate/complete transactions to service client accounts, and enter investment orders per advisor/client direction.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam plus Series 7 and Series 66, or Series 63 and Series 65 (or willing to study and obtain within 18 months).
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented and strongly organized, with understanding of compliance regulations and correspondence policies.

Experience:2+ yearsFinancial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailCompliance mindsetProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXPowerPoint presentationsE-mail 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: 9 hours agoStatus: Live

Job Summary

Location: Pittsburgh

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding including managing Financial Advisor prospect pipelines, assisting with proposals, preparing paperwork, opening accounts, transitioning new assets, and establishing communication plans.
•Answer incoming phone calls, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) systems and leverage reporting, mailings, and e-mail tracking to implement client service models.
•Assemble materials for client meetings and coordinate seminars/client events as directed, including developing client lists and presentation content.
•Ensure adherence to firm and financial industry regulatory policies, initiate/complete transactions to service client accounts, and enter investment orders per advisor/client direction.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam plus Series 7 and Series 66, or Series 63 and Series 65 (or willing to study and obtain within 18 months).
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented and strongly organized, with understanding of compliance regulations and correspondence policies.

Experience:2+ yearsFinancial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailCompliance mindsetProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXPowerPoint presentationsE-mail 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