Baird

6 days ago

Senior 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

Serve as a strategic partner to one or more Financial Advisors by coordinating complex client onboarding, managing high-touch communications, and establishing ongoing client service plans. Handle incoming calls, scheduling, client meeting materials, CRM maintenance, and client relationship workflows. Support business development through identifying growth opportunities and improving advisor effectiveness. Ensure adherence to firm and financial industry regulatory policies while helping manage advisor/team social presence and client events.

Location: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, preparing paperwork, opening accounts, transitioning new assets, and establishing ongoing client service plans.
•Answer incoming phone calls, handle client needs, and advise Financial Advisors on actions taken.
•Maintain client relationships using the Client Relationship Management (CRM) system, including mailings, reporting, e-mail tracking, and implementing client service models.
•Assemble/generate materials (paperwork and reports) for client meetings and coordinate seminars and client events, including PowerPoint presentations and follow-up.
•Perform and complete transactions needed to fully service client accounts, ensuring adherence to firm and financial industry regulatory policies.

Pay and Benefits

Salary: 31.13 - 41.8

Key Requirements

•5+ years of prior industry work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with accuracy, strong analytical skills, and critical thinking/proactive problem solving.

Experience:5+ years

Skills:CommunicationDetail orientedCritical thinkingProactive problem solvingAnalytical skills

Licenses:Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Certifications:Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointLinkedInXCRM

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

6 days ago

Senior 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: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, preparing paperwork, opening accounts, transitioning new assets, and establishing ongoing client service plans.
•Answer incoming phone calls, handle client needs, and advise Financial Advisors on actions taken.
•Maintain client relationships using the Client Relationship Management (CRM) system, including mailings, reporting, e-mail tracking, and implementing client service models.
•Assemble/generate materials (paperwork and reports) for client meetings and coordinate seminars and client events, including PowerPoint presentations and follow-up.
•Perform and complete transactions needed to fully service client accounts, ensuring adherence to firm and financial industry regulatory policies.

Pay and Benefits

Salary: 31.13 - 41.8

Key Requirements

•5+ years of prior industry work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses.
•Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills.
•Detail oriented with accuracy, strong analytical skills, and critical thinking/proactive problem solving.

Experience:5+ years

Skills:CommunicationDetail orientedCritical thinkingProactive problem solvingAnalytical skills

Licenses:Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Certifications:Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPointLinkedInXCRM

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