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

Deliver exceptional client service and operational support in a Private Wealth Management setting by coordinating onboarding, managing communications, supporting account operations, and organizing client events to enhance the client experience for Financial Advisors.

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 the Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.
•Maintain and leverage CRM for client relationships, including mailings, reporting, and email tracking to implement well-defined client service models.
•Answer all incoming calls, handle client needs, advise Financial Advisor on actions, and schedule appointments or conference room usage as required.
•Organize and coordinate client seminars and events, developing lists, materials, PowerPoint presentations, and following through with client contact.
•Ensure compliance with firm and financial industry regulatory policies and perform transactions to fully service client accounts as needed.

Pay and Benefits

Salary: USD 27.7 - 41.7 hourly

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 be willing to study and obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsPrivate wealth managementFinancial servicesWealth managementFinancial advisors

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailTeamwork

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPointCRM

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

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing the Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.
•Maintain and leverage CRM for client relationships, including mailings, reporting, and email tracking to implement well-defined client service models.
•Answer all incoming calls, handle client needs, advise Financial Advisor on actions, and schedule appointments or conference room usage as required.
•Organize and coordinate client seminars and events, developing lists, materials, PowerPoint presentations, and following through with client contact.
•Ensure compliance with firm and financial industry regulatory policies and perform transactions to fully service client accounts as needed.

Pay and Benefits

Salary: USD 27.7 - 41.7 hourly

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 be willing to study and obtain within 18 months of hire.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
•Bachelor’s degree preferred, not required.

Experience:2+ yearsPrivate wealth managementFinancial servicesWealth managementFinancial advisors

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailTeamwork

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPointCRM

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