Client Assistant

About The Role As a Client Assistant 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. The Impact You’ll Make Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, managing the 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. Answer all incoming phone calls and handle them appropriately. Schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), leveraging the platform to manage the client relationship through mailings, reporting, e‑mail tracking, and more, with the goal of implementing well‑defined client service models. Organize and coordinate seminars and client events at the direction of Financial Advisor(s); develop client lists, design material and seminar/meeting content, coordinate PowerPoint presentations and follow through with client contact. Manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.). Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, client request fulfillment, and special projects as needed. Enter security orders—including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction. Provide backup to other teams and the branch when necessary, and perform other duties and special projects as necessary. Proactively review investment opportunities daily and notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities. What You’ll Bring To Baird 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms. Good verbal and written communication skills (including e‑mail); ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Organized with a consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem‑solving skills. Bachelor’s degree preferred; not required. Compensation And Benefits $22.16‑$29.29 hourly rate. Bonus potential up to 8.5% of base pay. Compensation and bonus are commensurate with experience, performance and/or firm profitability. Check out our Total Rewards at Baird, which is a summary of our benefits and compensation. #J-18808-Ljbffr