Client Assistant
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
22 days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
As aClient Assistantat 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:
- Be responsible for the office administration and client service functions of a 10 person Financial Advisor team holding a range of respected designations that reflect their expertise and dedication.
- 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.
- Answers incoming phone calls and handles as appropriate.
- May schedule client appointments and/or conference room for appointments.
- Understand and ensure business adherence with firm and financial industry regulatory policies.
- 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.
- Assist in FA and Teams social media presence (website LinkedInX etc.).
- 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 daily & 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:
- 2 years of relevant work experience 5 years experience preferred.
- Focus on excellent client service.
- Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.
- 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 e-mail); 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 problem-solving skills.
- Bachelors degree preferred; not required
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.
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
