CRT Client Specialist Training Program
Core
18-month training program to become a Client Specialist on a Financial Advisor team, fully registered with SIE, Series 7, and Series 66 licenses, providing operational support for Private Wealth Management.
Role type
Client Specialist Training Program (Financial Services)
Builds
Private Wealth Management client service and account operations
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
client onboarding coordination, proposal generation, account opening, CRM management, transaction execution, regulatory compliance, client communication, Microsoft Office proficiency, analytical problem-solving
Preferred skills
AI-enabled solutions adoption, social media management, seminar coordination
Technologies
Microsoft Office suite, Baird Private Wealth Management platforms, CRM systems
Responsibilities
Manage prospect pipeline and prepare new account paperwork, answer incoming calls and schedule appointments, maintain CRM system for client relationships, enter security orders for stocks/bonds/options, coordinate client events and manage social media presence, provide back-up to other teams
Seniority
Entry-level, training program