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: 8 hours agoStatus: Live

Job Summary

Support financial advisors by coordinating client onboarding, managing communications, and servicing client accounts within Private Wealth Management. This role drives the client experience through onboarding, account operations, CRM management, and event support, with opportunities to grow into broader client strategy and advisor collaboration within The Davidson Knaack Group.

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding including managing advisor prospect pipelines, preparing new account paperwork, opening accounts, and transitioning assets to Baird; establish ongoing client service plans.
•Maintain CRM and leverage it for client relationship management, reporting, mailings, and e-mail tracking to implement defined service models.
•Support client meetings by assembling materials, scheduling appointments, and coordinating conference rooms as needed.
•Ensure compliance with firm and financial industry regulatory policies and maintain client confidentiality.
•Assist with organizing client events and seminars, including designing materials and coordinating presentations.

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.
•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.
•Detail oriented with an emphasis on accuracy.

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingTeamwork

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficeWordExcelPowerPointCRM

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: 8 hours agoStatus: Live

Job Summary

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Coordinate client onboarding including managing advisor prospect pipelines, preparing new account paperwork, opening accounts, and transitioning assets to Baird; establish ongoing client service plans.
•Maintain CRM and leverage it for client relationship management, reporting, mailings, and e-mail tracking to implement defined service models.
•Support client meetings by assembling materials, scheduling appointments, and coordinating conference rooms as needed.
•Ensure compliance with firm and financial industry regulatory policies and maintain client confidentiality.
•Assist with organizing client events and seminars, including designing materials and coordinating presentations.

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.
•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.
•Detail oriented with an emphasis on accuracy.

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationOrganizationAttention to detailProblem-solvingTeamwork

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:SIESeries 7Series 66Series 63Series 65

Languages:English

Tech Stack:Microsoft OfficeWordExcelPowerPointCRM

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