Client Assistant
Share
Job Location:
Princeton, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
As aClient Assistantat Bairdyoullplay a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.Youllbe 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 thisvideoto learn more about the day in the life ofour Client Assistants and Client Specialists!
The ImpactYoullMake:
Responsible for client onboarding coordination which includes managing Financial Advisor(s) prospect pipelineassistingwith proposal generation preparing new account paperwork opening accounts transitioning new assets to Baird andestablishingan ongoing communication/client service plan.
Gain knowledge of andleveragepartnershipwith Bairds Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles asappropriate.
May schedule client appointments and/or conferenceroom forappointments.
Understand and ensure business adherence with firm and financial industry regulatory policies.
Maintain Client Relationship Management (CRM) system for Financial Advisor(s) as well asleveragethe 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 eventsatthe direction of Financial Advisor(s). Develops client lists designs material and seminar/meeting content coordinates PowerPoint presentations and follows through with client contact.
May manage FA and Teams social media presence (websiteLinkedInX etc.).
Initiates and completes all transactionsto fully service clientaccounts i.e. paperwork correspondence client requestfulfillmentand 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) totake actionon 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.
WhatYoullBring to Baird:
2 years of relevant work experience.
Focus on excellent client service.
Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within18 monthsof 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 goalsin a timely manner.
Good analytical and critical problem-solving skills.
Bachelors degree preferred; not
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:
Junior IC
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.
