Client Specialist
1 month ago
As a Client Specialist, you will:
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, 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.
- May schedule client appointments and/or conference room for appointments.
- 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.
- Seek ways to enhance FA(s) business effectiveness and marketability.
- 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. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What makes this opportunity great:
- Flexible work-life balance is promoted
- Fast paced environment that will enable you to grow as a professional
- 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
- A strong, stable employee-owned firm recognized as a great place to work since 2004.
- Baird provides significant technology training, plus extensive one-on-one training and support
What we look for:
- 2+years of prior industry and/or administrative work experience.
- Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. 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
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
- Detail oriented with an emphasis on accuracy.
- Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required.
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.
We have other current jobs related to this field that you can find below
-
Client Logistics Specialist
4 weeks ago
Milwaukee, United States MDS Fulfillment, Inc. Full timeJob DescriptionJob DescriptionClient Logistics Specialist The Client Logistics Specialist is responsible for ensuring daily communications with MDS clients are made. The Client Logistics Specialist is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level agreements. The...
-
Client Specialist Training Program
2 weeks ago
Milwaukee, Wisconsin, United States Robert W. Baird & Company, Inc. Full timeResponsible 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 Client Specialist, Training, Financial Advisor, Program, Specialist, Client Relations, Business Services
-
Client Specialist
3 weeks ago
Milwaukee, United States Robert W Baird & Co Full timeAs a Client Specialist, you will: 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, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...
-
Client Specialist
3 weeks ago
Milwaukee, United States Robert W. Baird & Co. Full timeAs a Client Specialist, you will: 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, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...
-
Client Specialist Training Program
3 weeks ago
Milwaukee, United States Robert W. Baird & Co. Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the...
-
Client Specialist
4 weeks ago
Milwaukee, United States Robert W. Baird & Co. Incorporated Full timeChallenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...
-
Client Specialist Training Program
1 week ago
Milwaukee, United States Baird Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the...
-
Client Service Specialist
4 weeks ago
Milwaukee, United States BCI - Brokerage Consultants Inc. Full timeClient Service Specialist | MilwaukeeA well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The benefits package includes fully funded health and dental insurance, a Health Savings...
-
Client Relationship Specialist
1 week ago
Milwaukee, United States Baird Full timeBaird Equity Asset Management is seeking a high-performing, detail-oriented individual to join and support our sales and client service team. Our equity strategies are managed by deeply experienced investment teams with proven track records within specialized areas of the market, including Mid Cap Growth, Small/Mid Cap Growth, Small Cap Core, International...
-
Client Support Specialist
3 weeks ago
Milwaukee, United States SPS Health Full time**Summary** This role is responsible for providing administrative support to the client services team in onboarding and managing pharmacy clients on an ongoing basis. The Client Support Specialist aids in the customer success and service departments in handling the technical side of Client Services, from having an outlook over metrics to aiding setup,...
-
Client Services Specialist
1 week ago
Milwaukee, United States Covanta Full timeWho we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...
-
Client Support Specialist
4 weeks ago
Milwaukee, United States Curative Care Full timeLove where you work! Are you searching for a job where you look forward to each day's challenges and rewards? At Curative Care, you can be part of a team of excited individuals making a real difference in family's lives. We offer a great, fully immersive training program. Come see why we're one of the Milwaukee Journal Sentinel's Top Workplaces of 2022! As...
-
Client Services Specialist
4 weeks ago
Milwaukee, United States Covanta Full timeWho we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle...
-
Client Services Specialist
1 week ago
Milwaukee, United States Covanta Full timeWho we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...
-
Client Services Specialist
4 weeks ago
Milwaukee, United States SEEK Careers Staffing Full timeJob DescriptionJob DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company. Responsibilities:1. Serve as the main...
-
Milwaukee, United States Old National Bank Full timeOverview: - Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are _committed to social responsibility and investing in our communities...
-
Client Support Specialist
3 weeks ago
Milwaukee, United States Curative Care Full timeLove where you work! Are you searching for a job where you look forward to each day's challenges and rewards? At Curative Care, you can be part of a team of excited individuals making a real difference in family's lives. We offer a great, fully immersive training program. Come see why we're one of the Milwaukee Journal Sentinel's Top Workplaces of 2022! As a...
-
Milwaukee, United States Employment Specialist Group LLC Full timeJob DescriptionJob DescriptionSalary: $20.00 - $26.00 Plus We are currently looking for 3 High-Pressure-Gun Industrial Spray Painters to join our primary client's teamThe starting pay range for this position is $20.00 to $26.00 dollars per hour, or higher based on experience. Hours are Monday to Friday 1st and 2nd shift with plenty of non-mandatory...
-
Milwaukee, United States Employment Specialist Group LLC Full timeJob DescriptionJob DescriptionSalary: $23.00 - $27.00 plus b.o.eWe are currently looking for 4 Experienced Mig-Welder/Fabricators to join our primary client's teamThe starting pay range for this position is $23.00 to $27.00 dollars per hour, or higher based on experience. Hours are Monday to Friday 1st and 2nd shift with plenty of non-mandatory weekly...
-
$25.00 to $30.00 Lead Electrical Assembler
3 weeks ago
Milwaukee, United States Employment Specialist Group LLC Full timeJob DescriptionJob DescriptionSalary: $25.00 - $30.00 plus b.o.eWe are currently looking for a Lead Electrical Assembler to join our primary client's teamThe starting pay range for this position is $25.00 to $30.00 dollars per hour, or higher based on experience. Hours are Monday to Friday 1st shift with plenty of non-mandatory weekly overtime -...