Client Assistant
Core
Deliver outstanding client service and operational support to Financial Advisors in Baird's Private Wealth Management business, handling onboarding, account operations, and client event coordination.
Role type
Client Assistant (Private Wealth Management)
Builds
Client service models, account operations, and client event experiences for Baird's Private Wealth Management clients.
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client onboarding coordination, CRM management, transaction processing, client communication, event organization, regulatory compliance, Microsoft Office proficiency, investment opportunity monitoring
Preferred skills
Securities Industry Essentials (SIE) and Series 7/66 licensure, AI-enabled tools adoption, social media management
Technologies
Microsoft Office suite, Baird Private Wealth Management platforms, CRM systems
Responsibilities
Coordinate client onboarding and account opening, manage incoming calls and schedule appointments, maintain CRM systems, organize client seminars and events, process investment transactions, monitor investment opportunities for advisors.
Seniority
Entry-level to Junior, 2+ years experience