Sign in with Google Use your Google account to sign into efinancialcareers. Sign in with Google Sign in with Google. Opens in new tab Client Specialist Baird Fort Wright, United States Apply now Save Posted 18 hours ago Permanent Competitive Client Specialist Baird Fort Wright, United States Apply now Save Client Specialist About the

Role:

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!

The Impact You'll Make:

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken May schedule client appointments and/or conference room for appointments Assemble/generate materials including paperwork and reports for client meetings Understand and ensure business adherence with firm and financial industry regulatory policies May manage FA and Team's social media presence (website, LinkedIn, X, etc.) Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact Seek ways to enhance FA(s) business effectiveness and marketability Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities What You'll Bring to

Baird:

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. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant 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 Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations Good analytical and critical problem-solving skills Bachelor's degree preferred, not required #LI-PWM2 Job

ID R2026877

Apply now More jobs From Baird Sr. Trust Officer Baird Newport, United States 5 months ago Full time Competitive Client Assistant Baird Santa Clara, United States 19 hours ago Full time Competitive Client Assistant Baird Cleveland, United States 3 days ago Full time

USD 22.16 - 29.29

per hour Senior Client Specialist Baird Portland, United States 10 days ago Full time

USD 28.31 - 38.00

per hour Client Specialist Baird Oconomowoc, United States 15 days ago Full time Competitive Client Specialist Baird Anchorage, United States 17 days ago Full time Competitive Client Specialist Baird Chapel Hill, United States 18 days ago Full time Competitive Client Specialist Baird Grand Rapids, United States 19 days ago Full time Competitive Client Specialist Baird Madison, United States 24 days ago Full time Competitive Senior Client Specialist Baird Denver, United States 1 month ago Full time

USD 31.13 - 41.80

per hour More jobs from the company Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. Get started More Jobs Like This Insider Threat Analyst I Worldpay Newport, United States Senior Full Stack Java Software Developer Worldpay Newport, United States Lead Retail Sales Technician (Electronic Repair Expert) Asurion, LLC Newport, United States Client Service Associate UBS Newport, United States System Support Analyst II Worldpay Newport, United States