Client Specialist
Core
Delivering client service and operational support to Financial Advisors by managing onboarding, communications, account operations, and client events.
Role type
Client Specialist (Private Wealth Management)
Builds
Client service models and operational workflows for Baird's Private Wealth Management business
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client onboarding coordination, CRM management, regulatory compliance adherence, transaction execution, event coordination, prospect pipeline management, proposal support, communication handling, security order entry, business effectiveness analysis
Preferred skills
Active SIE, Series 7, Series 66/63, Series 65 licenses, AI-enabled solution adoption, Microsoft Office proficiency, social media management
Technologies
Microsoft Office suite, Baird Private Wealth Management platforms, CRM systems
Responsibilities
Coordinate client onboarding and account opening, manage incoming client communications, assemble materials for client meetings, organize client seminars and events, execute investment transactions, monitor investment opportunities and notify advisors, maintain CRM data and client service plans
Seniority
Mid-level, hands-on IC