Baird

2 weeks ago

Client Assistant

✓ 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 exceptional client service and operational support for one or more Financial Advisors in a Private Wealth Management environment. Coordinate client onboarding, manage communications and account operations, maintain client relationships through a CRM and reporting/e-mail tracking, and help organize client seminars and events. Support client account transactions—including paperwork and, at times, placing investment orders—while ensuring adherence to firm and financial industry regulatory policies.

Location: Cleveland

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide exceptional client service and operational support for one or more Financial Advisors using a wealth/portfolio management approach.
•Coordinate client onboarding, including managing prospect pipelines, assisting with proposals, preparing paperwork, opening accounts, and transitioning new assets.
•Maintain a Client Relationship Management (CRM) system and manage client communications through mailings, reporting, and e-mail tracking to implement service models.
•Answer incoming phone calls, schedule appointments, and support adherence to firm and financial industry regulatory policies.
•Initiate and complete client account servicing transactions and, when appropriate, enter security orders and help organize client seminars and events.

Pay and Benefits

Salary: USD 22.16 - 29.29 hourly

Key Requirements

•2+ years of relevant work experience with a strong focus on client service.
•Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licenses within 18 months of hire.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Strong verbal and written communication skills, including email.
•Detail oriented and organized with strong analytical and problem-solving abilities; bachelor’s degree preferred (not required).

Experience:2+ yearsFinancial servicesWealth managementPrivate wealth management

Education:Bachelor's

Skills:Client serviceCommunicationAttention to detailOrganizationAnalytical problem-solving

Certifications:Securities Industry Essentials (SIE)Series 7Series 66

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInTwitterCRM

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 Assistant

✓ 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: Cleveland

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide exceptional client service and operational support for one or more Financial Advisors using a wealth/portfolio management approach.
•Coordinate client onboarding, including managing prospect pipelines, assisting with proposals, preparing paperwork, opening accounts, and transitioning new assets.
•Maintain a Client Relationship Management (CRM) system and manage client communications through mailings, reporting, and e-mail tracking to implement service models.
•Answer incoming phone calls, schedule appointments, and support adherence to firm and financial industry regulatory policies.
•Initiate and complete client account servicing transactions and, when appropriate, enter security orders and help organize client seminars and events.

Pay and Benefits

Salary: USD 22.16 - 29.29 hourly

Key Requirements

•2+ years of relevant work experience with a strong focus on client service.
•Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licenses within 18 months of hire.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Strong verbal and written communication skills, including email.
•Detail oriented and organized with strong analytical and problem-solving abilities; bachelor’s degree preferred (not required).

Experience:2+ yearsFinancial servicesWealth managementPrivate wealth management

Education:Bachelor's

Skills:Client serviceCommunicationAttention to detailOrganizationAnalytical problem-solving

Certifications:Securities Industry Essentials (SIE)Series 7Series 66

Tech Stack:Microsoft OfficeWordExcelPowerPointLinkedInTwitterCRM

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