Operations Coordinator
Operations Coordinator
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Job Description
As an Operations Coordinator you will:
Be responsible for providing the highest level of support and service in meeting the daytoday operational client service marketing and business development needs of a Financial Advisor Group in a Baird branch office.
- Support Financial Advisors in creating and implementing a client service model using CRM to ensure regular client touchpoints and deliver an exceptional client experience.
- Work with Financial Advisors to build new business and enhance existing client relationships.
- Act as a concierge and: design meeting content coordinate presentations prepare advisors for client meetings and follow through with client contact.
- Create maintain and organize electronic files for immediate access and retrieval.
- Coordinate client onboarding manage the prospect pipeline and establish ongoing communication/client service plans.
- Organize and coordinate seminars and client events.
- Partner with the Wealth Center marketing specialist to drive business growth.
- Collaborate with Bairds Corporate Resource Groups to provide the best service and advice to clients.
- Stay current on firm and industry policies and procedures and articulate requirements to clients as needed.
- Execute digital and social media strategies for Financial Advisors including updates to websites and social media properties.
- Gather data and submit applications for individual and team advisor recognition (Forbes Barrons etc.)
- Identify and implement process improvements to enhance operational efficiency.
- Develop and streamline workflows to optimize team productivity.
What makes this opportunity great:
- Flexible worklife balance is promoted.
- Fast paced environment that will enable you to grow as a professional
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
- A strong stable employeeowned firm recognized as a great place to work since 2004.
- Baird provides significant technology training plus extensive oneonone training and support
What we look for:
- 2 years of prior industry and/or administrative experience.
- Focus on excellent client service.
- Bachelors degree preferred; not required.
- Proficient in Microsoft Office suite (Word Excel PowerPoint) with the ability to learn and effectively navigate Bairds Private Wealth Management technology platforms.
- Good verbal and written communication skills (including email); ability to adeptly exchange ideas and information.
- Detail oriented with an emphasis on accuracy.
- Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
- Good analytical and critical problemsolving skills
- Recommend obtaining Series 7/63/65 licensure.
Compensation information:
- $25.03 $32.98 per hour.
- Bonus potential up to 8.5% of base pay.
- Compensation and bonus are commensurate with experience performance and/or firm profitability
- Check out ourTotal Rewards at Baird which is a summary of our benefits and compensation
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#LIPWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Employment Type
Full-Time
