ClientSpecialist

**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. This role is ideal for individuals eager to build a long‑term career in wealth management. While supporting The Davidson Knaack Group, the role offers opportunities over time to grow into additional responsibilities, including increased exposure to client strategy, planning concepts, and advisor collaboration. 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.).