Baird

1 month ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Client Specialist role supporting Financial Advisors in Private Wealth Management by coordinating onboarding, managing communications, maintaining client CRM, and organizing client events. You’ll handle account operations, assist with proposals and paperwork, and help ensure regulatory compliance while delivering exceptional service to clients and advisors.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Coordinate client onboarding processes, including managing prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, and transitioning assets to the firm.
•Maintain and utilize CRM to manage client relationships, communications, reporting, e-mail tracking, and client service models.
•Respond to incoming calls and advise Financial Advisors on action items to meet client needs.
•Schedule client appointments and conference rooms as needed.
•Prepare materials and reports for client meetings and ensure regulatory adherence in daily operations.

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.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) with ability to navigate Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingTeamwork

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficeCRM

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 month ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 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 processes, including managing prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, and transitioning assets to the firm.
•Maintain and utilize CRM to manage client relationships, communications, reporting, e-mail tracking, and client service models.
•Respond to incoming calls and advise Financial Advisors on action items to meet client needs.
•Schedule client appointments and conference rooms as needed.
•Prepare materials and reports for client meetings and ensure regulatory adherence in daily operations.

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.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) with ability to navigate Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsFinancial servicesWealth management

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingTeamwork

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficeCRM

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