Senior Client Specialist
Core
Strategic partner delivering client service and business development support to Financial Advisors in a wealth management environment.
Role type
Senior Client Specialist (Financial Services)
Builds
Client onboarding, account management, and business development support for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Securities licensing (SIE, Series 7, 66/63, 65), client onboarding coordination, CRM management, regulatory compliance, investment transaction processing, business development support, financial reporting, event coordination
Preferred skills
AI-enabled tools adoption, advanced Microsoft Office proficiency, proactive problem solving, semi-advanced math
Technologies
Microsoft Office suite, Baird Private Wealth Management platforms, CRM systems
Responsibilities
Manage Financial Advisor prospect pipeline and new account paperwork; handle incoming client calls and manage client needs; assemble materials and reports for client meetings; coordinate client seminars and events; enter security orders for stocks, bonds, and other vehicles; proactively review investment opportunities and notify Financial Advisors; maintain CRM system for client relationships.
Seniority
Senior, hands-on IC