Baird

1 week 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 outstanding client service and operational support to one or more Financial Advisors within Baird’s Private Wealth Management business. Coordinate onboarding, manage communications, open accounts and transition new assets, maintain client CRM and service models, and assemble materials for meetings. Answer inbound calls, advise Financial Advisors on actions taken, and help organize client seminars and events while ensuring compliance with firm and industry regulatory policies.

Location: Denver

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, proposal assistance, preparing paperwork, opening accounts, and transitioning new assets.
•Answer incoming phone calls appropriately and manage client needs where possible; advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) system and support client communications such as mailings, reporting, and e-mail tracking.
•Assemble/generate materials and paperwork for client meetings, and support seminars and client events including developing content and coordinating presentations.
•Initiate and complete transactions required to service client accounts, including paperwork, correspondence, request fulfillment, and investment order entry per Financial Advisor instructions or verbal client direction.

Pay and Benefits

Salary: USD 27.54 - 36.67 hourly

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to navigate Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with the ability to exchange ideas and information.
•Strong organizational skills with an emphasis on accuracy and prioritizing workflows; understand compliance regulations and maintain client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationOrganizationAccuracyComplianceProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInX

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 week 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: Denver

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, proposal assistance, preparing paperwork, opening accounts, and transitioning new assets.
•Answer incoming phone calls appropriately and manage client needs where possible; advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) system and support client communications such as mailings, reporting, and e-mail tracking.
•Assemble/generate materials and paperwork for client meetings, and support seminars and client events including developing content and coordinating presentations.
•Initiate and complete transactions required to service client accounts, including paperwork, correspondence, request fulfillment, and investment order entry per Financial Advisor instructions or verbal client direction.

Pay and Benefits

Salary: USD 27.54 - 36.67 hourly

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to navigate Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with the ability to exchange ideas and information.
•Strong organizational skills with an emphasis on accuracy and prioritizing workflows; understand compliance regulations and maintain client confidentiality.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationOrganizationAccuracyComplianceProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInX

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