Baird

2 weeks ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Support one or more Financial Advisors by owning client service and operational activities across onboarding, account paperwork, and ongoing client service planning. Handle incoming calls, coordinate appointments, assemble client meeting materials, and maintain CRM records to drive effective client communications and reporting. Assist with seminars and events, follow regulatory and confidentiality requirements, and help review investment opportunities and transactions to fully service client accounts.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Own client service and operational functions for one or more Financial Advisors, including onboarding coordination and ongoing communication/client service planning.
•Answer incoming phone calls, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain the client relationship management (CRM) system and support client communications via mailings, reporting, and e-mail tracking.
•Prepare materials for client meetings, including paperwork and reports, and assemble presentation content for seminars/events.
•Initiate and complete transactions and related account servicing tasks, and proactively review investment opportunities to notify Financial Advisors to take action.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam and Series 7 and Series 66, or Series 63 and Series 65, or ability to obtain within 12 months of hire.
•Focus on excellent client service and maintain client confidentiality.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Understand compliance regulations and correspondence policies, with strong organizational and detail-oriented accuracy.

Experience:2+ years

Skills:Client serviceCommunicationOrganizational skillsAttention to detailProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInTwitterPrivate Wealth Management

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

2 weeks ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 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

•Own client service and operational functions for one or more Financial Advisors, including onboarding coordination and ongoing communication/client service planning.
•Answer incoming phone calls, manage client needs when possible, and advise Financial Advisors on actions taken.
•Maintain the client relationship management (CRM) system and support client communications via mailings, reporting, and e-mail tracking.
•Prepare materials for client meetings, including paperwork and reports, and assemble presentation content for seminars/events.
•Initiate and complete transactions and related account servicing tasks, and proactively review investment opportunities to notify Financial Advisors to take action.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam and Series 7 and Series 66, or Series 63 and Series 65, or ability to obtain within 12 months of hire.
•Focus on excellent client service and maintain client confidentiality.
•Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to learn Baird’s Private Wealth Management technology platforms.
•Understand compliance regulations and correspondence policies, with strong organizational and detail-oriented accuracy.

Experience:2+ years

Skills:Client serviceCommunicationOrganizational skillsAttention to detailProblem-solving

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInTwitterPrivate Wealth Management

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