Client Specialist

Baird
Louisville
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Organizational skills","Critical problem-solving","Confidentiality"]

Deliver high-touch client service and operational support to one or more Financial Advisors within Baird’s Private Wealth Management business. Coordinate client onboarding, proposals, paperwork, new account setup, and asset transitions. Manage incoming calls, schedule appointments, assemble meeting materials, maintain CRM and client communication workflows, and support compliance-adherent account servicing. Assist with client events and proactively flag daily investment opportunities for Financial Advisor review and action.

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Baird
Baird
1 day ago

Client Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Deliver high-touch client service and operational support to one or more Financial Advisors within Baird’s Private Wealth Management business. Coordinate client onboarding, proposals, paperwork, new account setup, and asset transitions. Manage incoming calls, schedule appointments, assemble meeting materials, maintain CRM and client communication workflows, and support compliance-adherent account servicing. Assist with client events and proactively flag daily investment opportunities for Financial Advisor review and action.
Location: Louisville
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate client onboarding, including managing Financial Advisor prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets, and setting ongoing communication/service plans.
  • •Answer incoming phone calls, handle client needs where possible, advise Financial Advisor(s) on actions taken, and schedule client appointments and/or conference rooms.
  • •Assemble and generate materials, paperwork, and reports for client meetings; may design seminar/meeting content and coordinate PowerPoint presentations and follow through with client contact.
  • •Maintain the Client Relationship Management (CRM) system and use the platform for mailings, reporting, email tracking, and client service model execution.
  • •Ensure adherence to firm and financial industry regulatory policies; may complete client account transactions, place security orders per Financial Advisor instructions, and review investment opportunities daily to notify Financial Advisor(s).

Key Requirements

  • •2+ years of prior industry and/or administrative work experience.
  • •Active Securities Industry Essentials (SIE) plus Series 7 and Series 66 or Series 63 and Series 65, or willingness to study and obtain within 18 months of hire.
  • •Strong technology aptitude and ability to adopt new tools, including AI-enabled solutions.
  • •Proficiency with Microsoft Office (Word, Excel, PowerPoint) and the ability to learn Baird’s Private Wealth Management technology platforms.
  • •Excellent verbal and written communication skills with strong attention to detail and organizational ability.
Experience:2+ years
Education:Bachelor's
Skills:CommunicationAttention to detailOrganizational skillsCritical problem-solvingConfidentiality
Licenses:SIESeries 7Series 66Series 63Series 65
Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXE-mail tracking

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
WebsiteLinkedIn