Senior Client Specialist
Job Location:
Chicago, IL - USA
Hourly Salary:
Posted on:
Vacancies:
Job Summary
About the Role:
As a Senior Client Specialist at Bairdyoullbe a strategic partner in delivering exceptional client service and strategicpartnershipto one or more Financial Advisors. This role goes beyond daily operationsleading complex client onboarding managing high-touch communications and orchestrating efficiencies inprocess.Youllalso drive business development byidentifyinggrowth opportunities enhancing advisor effectiveness and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills a proactive mindset and a passion for delivering exceptional service in a dynamic wealth management environment.
The Angeletti Group is currently comprised of four roles that work cohesively to provide clients with the best financial services experience. Our focus on integrity ensures our clients are receiving thoughtful advice and helpful strategies to ensure a positive financial future. While many advisors work exclusively in the area of investments we address the broader picture with a Concierge level of service. We want to be our clients quintessential resource in all their financial needs serving their family for generations to come.
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 toBairdandestablishingan 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.Manages client needs where possible andadvisesFinancial Advisor of action taken.
May schedule client appointments and/or conferenceroom forappointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatorypolicies.
May manage FA and Teams social media presence (website LinkedInXetc.).
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.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactionsto fully service clientaccountsi.e.paperwork correspondence client requestfulfillmentand special projects as needed.
May enter security orders including stocks bonds fixed income optionsannuitiesand other investment vehicle orders per Financial Advisors instructions or upon clients verbal direction.
May also provide back-up to other teams and thebranchwhen necessary as well as perform other duties and specialprojectsas necessary.
Proactively review investment opportunities on a daily basis& notifyFinancial 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.
WhatYoullBring to Baird:
5 years of prior industry work experience.
Must have Active Securities Industry Essentials (SIE) Exam Series 7 and Series 66 or Series 63 and Series 65 licenses.
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.
Detail oriented with an emphasis on accuracy.
Critical thinking and proactiveproblem solvingskills.
Good analytical skills withabilityto perform semi-advanced math.
Understanding ofcompliance regulations including the client complaint process and correspondence policies.
Bachelors degree preferred not.
Compensation and Benefits:
$24.36-$41.80 hourly rate
Bonus potential up to 10.5% of base pay
Compensation and bonus are commensurate with experience performance and/or firm profitability
Youll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life career and future.
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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:
Senior IC
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.
