Baird
Private Wealth Management
ClientSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Specialist at Baird. Skills: client service, operational support, wealth management. delivering outstanding client service and operational support to one or more Financial Advisors. coordinating onboarding”
What You'll Achieve.
delivering outstanding client service; operational support; contribute to the success of Baird’s Private Wealth Management business; provide the best wealth management solutions to clients; implementing well-defined client service models; enhance FA(s) business effectiveness and marketability; fully service client accounts; driving the Financial Advisors’ business
Industry & Context.
Good analytical and critical problem-solving skills
What They're Looking For.
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, Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms, Excellent verbal and written communication ability to adeptly exchange ideas and information, Detail oriented with an emphasis on accuracy, 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
Nice to Have
Bachelor’s degree preferred, not required
What You'll Do.
delivering outstanding client service and 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
Manages 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 Team’s social media presence (website
Maintain Client Relationship Management (CRM) system for Financial Advisor(s)
leverage the platform to manage the client relationship through mailings
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
client request fulfillment and special projects as needed
May enter security orders including stocks
annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s 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
this may include funds available/money line
and previous days’ activities
How You'll Work.
Team & Collaboration
Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients; May also provide back-up to other teams and the branch when necessary
Communication Scope
Excellent verbal and written communication ability to adeptly exchange ideas and information
Full Job Description
**About the Role:** As a Client Specialist 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. Manages 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 Team’s 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
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