3 months 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

Client Specialist delivers outstanding client service and operational support for Financial Advisors within Private Wealth Management, coordinating onboarding, communications, account operations, and client events to help advisors grow their business and meet client needs.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipelines, preparing new account paperwork, opening accounts, and transitioning assets to Baird; establish ongoing client service plans.
•Leverage partnerships with Corporate Resource Groups to provide wealth management solutions.
•Handle incoming calls, manage client needs, and advise Financial Advisors on actions.
•May schedule client appointments and coordinate conference rooms.
•Prepare materials for client meetings and ensure regulatory policy adherence.

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.

Experience:2+ yearsFinancial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solving

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficePowerPointCRM

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

3 months 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

Job Function: Customer Success & Account Management

Key Responsibilities

•Coordinate client onboarding, including managing advisor prospect pipelines, preparing new account paperwork, opening accounts, and transitioning assets to Baird; establish ongoing client service plans.
•Leverage partnerships with Corporate Resource Groups to provide wealth management solutions.
•Handle incoming calls, manage client needs, and advise Financial Advisors on actions.
•May schedule client appointments and coordinate conference rooms.
•Prepare materials for client meetings and ensure regulatory policy adherence.

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.

Experience:2+ yearsFinancial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solving

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficePowerPointCRM

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