Baird

1 month ago

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

Serve as the primary liaison for Financial Advisors, coordinating client onboarding, communications, and account operations within Baird's Private Wealth Management. You will manage onboarding workflows, prepare new account paperwork, maintain CRM, organize client events, and support regulatory compliance while delivering a high-touch client experience. Collaborate with Corporate Resource Groups and ensure timely action on client opportunities to help advisors grow their practice.

Location: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Coordinate client onboarding processes, including managing Financial Advisor prospects, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing client service plans.
•Manage CRM and other platforms to maintain client relationships, mailings, reporting, and email tracking for well-defined client service models.
•Support client events, seminars, and meetings by designing materials, coordinating presentations, and handling follow-up with clients.
•Adhere to firm and financial industry regulatory policies and ensure client confidentiality in all situations.
•Provide back-up to other teams/branches as needed and proactively review investment opportunities to inform Financial Advisors’ actions.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Must have 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.
•Bachelor’s degree preferred, not required.
•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.

Experience:2+ yearsFinanceWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationDetail orientedProblem-solvingTeamwork

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

1 month ago

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: Anchorage

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Coordinate client onboarding processes, including managing Financial Advisor prospects, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning assets, and establishing ongoing client service plans.
•Manage CRM and other platforms to maintain client relationships, mailings, reporting, and email tracking for well-defined client service models.
•Support client events, seminars, and meetings by designing materials, coordinating presentations, and handling follow-up with clients.
•Adhere to firm and financial industry regulatory policies and ensure client confidentiality in all situations.
•Provide back-up to other teams/branches as needed and proactively review investment opportunities to inform Financial Advisors’ actions.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Must have 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.
•Bachelor’s degree preferred, not required.
•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.

Experience:2+ yearsFinanceWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationDetail orientedProblem-solvingTeamwork

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