3 days ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Deliver client service and operational support for one or more Financial Advisors in Private Wealth Management. Coordinate onboarding and account paperwork, manage communications and a client service plan, and maintain the advisor CRM to drive well-defined client relationship models. Handle incoming calls, support account transactions, assemble meeting materials, and help organize client events and seminars, while ensuring adherence to firm and financial industry regulatory policies.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding for advisor prospect pipelines, including proposal generation support, new account paperwork, opening accounts, asset transitions to Baird, and establishing ongoing service communication plans.
•Answer incoming phone calls and handle client needs as appropriate, advising the Financial Advisor on actions taken.
•Maintain the Client Relationship Management (CRM) system and manage client relationships through mailings, reporting, and e-mail tracking.
•Assemble/generate materials (paperwork and reports) for client meetings and support client appointment scheduling and room/conference coordination.
•Ensure adherence to firm and financial industry regulatory policies while initiating and completing transactions required to service client accounts.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to study and obtain within 18 months of hire.
•Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with strong attention to accuracy.
•Strong organizational skills and understanding of compliance regulations and correspondence policies, including client confidentiality.

Experience:2+ years

Skills:CommunicationOrganizational skillsAttention to accuracyPrioritizationProblem-solving

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

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXEmail 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

Website LinkedIn

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Baird

3 days ago

Client Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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

•Coordinate client onboarding for advisor prospect pipelines, including proposal generation support, new account paperwork, opening accounts, asset transitions to Baird, and establishing ongoing service communication plans.
•Answer incoming phone calls and handle client needs as appropriate, advising the Financial Advisor on actions taken.
•Maintain the Client Relationship Management (CRM) system and manage client relationships through mailings, reporting, and e-mail tracking.
•Assemble/generate materials (paperwork and reports) for client meetings and support client appointment scheduling and room/conference coordination.
•Ensure adherence to firm and financial industry regulatory policies while initiating and completing transactions required to service client accounts.

Key Requirements

•2+ years of prior industry and/or administrative work experience.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to study and obtain within 18 months of hire.
•Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and ability to learn Baird’s Private Wealth Management technology platforms.
•Excellent verbal and written communication skills with strong attention to accuracy.
•Strong organizational skills and understanding of compliance regulations and correspondence policies, including client confidentiality.

Experience:2+ years

Skills:CommunicationOrganizational skillsAttention to accuracyPrioritizationProblem-solving

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

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

Tech Stack:Microsoft OfficeWordExcelPowerPointCRMLinkedInXEmail tracking

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