Baird

3 months ago

Senior Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Strategic support role in wealth management, partnering with Financial Advisors to deliver exceptional client service and drive practice growth. Lead complex onboarding, high-touch communications, and process efficiencies, manage client needs, maintain CRM, and assist with proposals, meetings, and events. Leverage licenses and regulatory knowledge to ensure compliance while identifying opportunities to enhance advisor effectiveness and client satisfaction.

Location: Charleston

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Lead client onboarding coordination, including managing advisor prospect pipelines, assisting with proposals, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing service plans.
•Maintain and leverage CRM to manage client relationships, mailings, reporting, and client service models.
•Assist with appointments, materials preparation for meetings, and coordinating seminars/events as directed by Financial Advisors.
•Ensure adherence to firm and regulatory policies and manage social media presence for the team as needed.
•Identify opportunities to enhance advisor business effectiveness and marketability, and initiate/complete transactions to fully service client accounts.

Key Requirements

•5+ years of prior industry work experience
•Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
•Proficient in Microsoft Office (Word, Excel, PowerPoint) with ability to learn wealth management technology platforms
•Excellent verbal and written communication skills
•Bachelor’s degree preferred, not required

Experience:5+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationCritical thinkingProblem-solvingAttention to detailAnalytical skills

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeCRMPowerPointExcelWord

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

Senior Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Charleston

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Lead client onboarding coordination, including managing advisor prospect pipelines, assisting with proposals, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing service plans.
•Maintain and leverage CRM to manage client relationships, mailings, reporting, and client service models.
•Assist with appointments, materials preparation for meetings, and coordinating seminars/events as directed by Financial Advisors.
•Ensure adherence to firm and regulatory policies and manage social media presence for the team as needed.
•Identify opportunities to enhance advisor business effectiveness and marketability, and initiate/complete transactions to fully service client accounts.

Key Requirements

•5+ years of prior industry work experience
•Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
•Proficient in Microsoft Office (Word, Excel, PowerPoint) with ability to learn wealth management technology platforms
•Excellent verbal and written communication skills
•Bachelor’s degree preferred, not required

Experience:5+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationCritical thinkingProblem-solvingAttention to detailAnalytical skills

Licenses:SIESeries 7Series 66Series 63Series 65

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeCRMPowerPointExcelWord

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