Client Service Support Rep

Client Specialist As a Client Specialist, you will:

Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.

Responsible for client onboarding coordination, which includes managing 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.

Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.

Assemble/generate materials including paperwork and reports for client meetings.

Understand and ensure business adherence with firm and financial industry regulatory policies

May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).

Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage 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.

May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed

May 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.

May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.

Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Flexible work-life balance is promoted

Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

Baird provides significant technology training, plus extensive one-on-one training and support

2+ years of prior industry and/or administrative work experience.

Training and resources to be provided and paid for by Baird.

Focus on excellent client service.

Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms

Understands compliance regulations and correspondence policies. Bachelor's degree preferred, not required.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.