Baird

2 days ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Deliver outstanding client service and operational support for one or more Financial Advisors within Private Wealth Management. Coordinate client onboarding, manage communications, support account operations, and help assemble materials for client meetings. Maintain the CRM system and use platform tools for mailings, reporting, and email tracking. Assist with transactions, proactively review investment opportunities, and support client events while ensuring adherence to regulatory and firm policies.

Location: United States

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 pipeline, assisting with proposal generation, preparing paperwork, opening accounts, transitioning new assets, and establishing a client service plan.
•Answer incoming phone calls appropriately, manage client needs where possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) for Financial Advisors and use the platform to manage client relationships through mailings, reporting, and email tracking.
•Assemble and generate materials, paperwork, and reports for client meetings; may schedule appointments and conference rooms.
•Support client account transactions and operations, including completing required account servicing activities and proactively reviewing investment opportunities to notify Financial Advisors.

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 willingness to study and obtain within 18 months of hire.
•Proficient in the Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with an emphasis on accuracy and strong organizational skills.

Skills:CommunicationAttention to detailOrganizational skillsCompliance awarenessProblem-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

2 days ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

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 pipeline, assisting with proposal generation, preparing paperwork, opening accounts, transitioning new assets, and establishing a client service plan.
•Answer incoming phone calls appropriately, manage client needs where possible, and advise Financial Advisors on actions taken.
•Maintain Client Relationship Management (CRM) for Financial Advisors and use the platform to manage client relationships through mailings, reporting, and email tracking.
•Assemble and generate materials, paperwork, and reports for client meetings; may schedule appointments and conference rooms.
•Support client account transactions and operations, including completing required account servicing activities and proactively reviewing investment opportunities to notify Financial Advisors.

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 willingness to study and obtain within 18 months of hire.
•Proficient in the Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with an emphasis on accuracy and strong organizational skills.

Skills:CommunicationAttention to detailOrganizational skillsCompliance awarenessProblem-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