Baird
Financial Services
ClientSpecialist
“Client Specialist at Baird. Skills: Client service, Operational support, Wealth management. Coordinate client onboarding. Manage Financial Advisor prospect pipeline”
Industry & Context.
Analytical skills; Critical problem-solving skills
What They're Looking For.
Must Have
2+ years industry/administrative experience, Active SIE Exam, Series 7, Series 66 or Series 63/65 licenses, Obtain licenses within 18 months
Nice to Have
Bachelor's degree preferred
What You'll Do.
Coordinate client onboarding
Manage Financial Advisor prospect pipeline
Assist with proposal generation
Prepare new account paperwork
Transition new assets
Establish client service plan
Leverage Corporate Resource Groups
Answer incoming phone calls
Advise Financial Advisor
Schedule client appointments
Assemble client meeting materials
Ensure business adherence
Manage social media presence
Manage client relationship through mailings
Manage client relationship through reporting
Manage client relationship through email tracking
Organize client events
Design event materials
Design seminar content
Coordinate PowerPoint presentations
Follow through with client contact
Enhance FA business effectiveness
Enhance FA marketability
Initiate client transactions
Complete client transactions
Complete client correspondence
Fulfill client requests
Complete special projects
Enter security orders
Provide branch back-up
Perform special projects
Review investment opportunities
Notify Financial Advisors of opportunities
Notify Financial Advisors of action
How You'll Work.
Team & Collaboration
Partnership with Corporate Resource Groups
Communication Scope
Verbal communication; Written communication
Applying for this Client Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Baird?
Real rants from real employees. Read before you apply.