Client Specialist
Client Specialist
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Job Description
About the Role:
As aClient Specialistat Baird youll play a pivotal role in delivering outstanding client service and operational support to one or more Financial be at the heart of the client experiencecoordinating onboarding managing communications supporting account operations and helping organize impactful client events. Your work will directly contribute to the success of Bairds Private Wealth Management business where true wealth management means understanding each clients 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 Youll 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 Bairds Corporate Resource Groups to provide the best wealth management solutions to clients.
- Answers all incoming phone calls and handles as 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 Teams 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 clients 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 Youll Bring to Baird:
- 2years 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 Bairds 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.
- Bachelors degree preferred not required.
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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:
Unclear Seniority
Employment Type
Full-Time
