Baird
Private Wealth Management
ClientSpecialist
“Client Specialist at Baird. Skills: Client service, Operational support, Financial Advisor support. Coordinate client onboarding. Manage Financial Advisor prospect pipeline”
What You'll Achieve.
Deliver outstanding client service; Provide operational support; Contribute to the success of Baird’s Private Wealth Management business; Implement well-defined client service models; Drive the Financial Advisors’ business
Industry & Context.
Good analytical and critical problem-solving skills
What They're Looking For.
Must Have
2+ years of prior industry and/or administrative work experience, 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), Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms, Excellent verbal and written communication ability, Detail oriented with an emphasis on accuracy, Organizational skills, Understands compliance regulations and correspondence policies, Maintains client confidentiality, Good analytical and critical problem-solving skills
Nice to Have
Bachelor’s degree
What You'll Do.
Coordinate client onboarding
Manage Financial Advisor prospect pipeline
Assist with proposal generation
Prepare new account paperwork
Transition new assets to Baird
Establish ongoing client service plan
Answer incoming phone calls
Advise Financial Advisor of action taken
Schedule client appointments
Assemble/generate materials for client meetings
Ensure business adherence with firm and financial industry regulatory policies
Manage FA and Team’s social media presence
Maintain Client Relationship Management (CRM) system
Leverage CRM platform to manage client relationship
Organize and coordinate seminars and client events
Design material and seminar/meeting content
Coordinate PowerPoint presentations
Follow through with client contact
Enhance FA(s) business effectiveness and marketability
Initiate and complete all transactions required to fully service client accounts
Enter security orders
Provide back-up to other teams and the branch
Perform other duties and special projects
Proactively review investment opportunities
Notify Financial Advisor(s) to take action on opportunities
How You'll Work.
Team & Collaboration
Work with Financial Advisors; Partner with Baird’s Corporate Resource Groups; Provide back-up to other teams and the branch
Communication Scope
Excellent verbal and written communication ability
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