Baird
Private Wealth Management
ClientAssistant
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“Client Assistant at Baird. Skills: client service, operational support, Microsoft Office suite, communication skills, organization, problem-solving. delivering outstanding client service. operational support to one or more Financial Advisors”
What You'll Achieve.
delivering outstanding client service; contribute to the success of Baird’s Private Wealth Management business; provide the best wealth management solutions to clients; implement well-defined client service models; driving the Financial Advisors’ business
Industry & Context.
Good analytical and critical problem-solving skills
What They're Looking For.
Must Have
2+ years of relevant work experience, Focus on excellent client service, Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s 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
Nice to Have
Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire
What You'll Do.
delivering outstanding client service
operational support to one or more Financial Advisors
coordinating onboarding
managing communications
supporting account operations
helping organize impactful client events
client onboarding coordination
managing Financial Advisor(s) prospect pipeline
assisting with proposal generation
preparing new account paperwork
transitioning new assets to Baird
establishing an ongoing communication/client service plan
Answers all incoming phone calls and handles as appropriate
schedule client appointments and/or conference room for appointments
ensure business adherence with firm and financial industry regulatory policies
Maintain Client Relationship Management (CRM) system for Financial Advisor(s)
manage the client relationship through mailings
organize and coordinate seminars and client events
Develops client lists
designs material and seminar/meeting content
coordinates PowerPoint presentations and follows through with client contact
manage FA and Team’s social media presence (website
Initiates and completes all transactions required to fully service client accounts i. e.
client request fulfillment and special projects as needed
enter security orders including stocks
and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction
provide back-up to other teams and the branch
perform other duties and special projects as necessary
Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities
funds available/money line
and previous days’ activities
How You'll Work.
Team & Collaboration
partnership with Baird’s Corporate Resource Groups; back-up to other teams and the branch; notify Financial Advisor(s) to take action on those opportunities
Communication Scope
Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
Process & Methodology
prioritize workflow of team to achieve specific goals in a timely manner
Full Job Description
**About the Role:** As a Client Assistant at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this [ _video_](https://youtu.be/8w2ki0IM_a8?si=ms8m-gzM2llH8SxP) to learn more about the day in the life of our Client Assistants and Client Specialists! **The Impact You’ll 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 Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all 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. * May manage FA and Team’s social medi
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