Client Assistant

1 week ago


Wexford, United States Baird Full time

Challenge 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 begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

As a Client Assistant, 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.
  • May 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), 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.
  • May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
  • 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.
  • 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 daily & 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 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 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


#LI-PWM4

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.
  • Client Assistant

    3 weeks ago


    Wexford, United States Robert W. Baird & Co. Full time

    As a Client Assistant, 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 Assistant

    3 weeks ago


    Wexford, United States Robert W. Baird & Co. Full time

    As a Client Assistant, 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...


  • Wexford, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly motivated and organized Client Assistant to join our team at Robert W. Baird & Co. As a Client Assistant, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding: Coordinate the onboarding process for new clients, including...


  • Wexford, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job SummaryAs a Client Assistant at Robert W. Baird & Co., you will play a vital role in providing exceptional client service and operational support to our Financial Advisors. Your primary responsibility will be to assist with client onboarding, including managing prospect pipelines, preparing new account paperwork, and opening accounts. You will also be...


  • Wexford, Pennsylvania, United States Baird Full time

    Job SummaryAs a Client Assistant at Baird, you will play a vital role in providing exceptional client service and operational support to our Financial Advisors. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key Responsibilities Provide exceptional client service and operational support to Financial...


  • Wexford, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job Title: Client AssistantJob Summary: We are seeking a highly motivated and detail-oriented Client Assistant to join our team at Robert W. Baird & Co. The successful candidate will provide exceptional client service and operational support to our Financial Advisors, ensuring seamless client onboarding and relationship management.Key...


  • Wexford, Pennsylvania, United States Robert W. Baird & Co. Full time

    Job Summary:As a Client Service Associate at Robert W. Baird & Co., you will play a vital role in providing exceptional client service and operational support to our Financial Advisors. This is a unique opportunity to grow your career in a fast-paced environment where teamwork and partnership are highly valued.Key Responsibilities:Client Onboarding...

  • Caregiver Assistant

    1 month ago


    Wexford, Pennsylvania, United States Companion Care Home Care - PA Full time

    Job OpportunityWe are seeking a compassionate and dedicated individual to join our team as a caregiver. As a caregiver, you will provide personalized support and care to our clients, enabling them to maintain their independence and quality of life.ResponsibilitiesAssist clients with daily living activities, such as bathing, dressing, and groomingProvide...


  • Wexford, United States Ascendo Resources Full time

    Executive Administrative Assistant - Financial Services - Wexford, PALocation: Wexford, PABenefits: Vision, Medical, Dental, Paid Time Off, Life Insurance, RetirementEmployment Type: Full-TimeJob DescriptionOur client, a Wexford, PA based RIA is seeking an experienced Executive Administrative Assistant to oversee office operations and provide direct support...


  • Wexford, United States Ascendo Resources Full time

    Executive Administrative Assistant - Financial Services - Wexford, PALocation: Wexford, PABenefits: Vision, Medical, Dental, Paid Time Off, Life Insurance, RetirementEmployment Type: Full-TimeJob DescriptionOur client, a Wexford, PA based RIA is seeking an experienced Executive Administrative Assistant to oversee office operations and provide direct support...


  • Wexford, United States Ascendo Resources Full time

    Executive Administrative Assistant - Financial Services - Wexford, PALocation: Wexford, PABenefits: Vision, Medical, Dental, Paid Time Off, Life Insurance, RetirementEmployment Type: Full-TimeJob DescriptionOur client, a Wexford, PA based RIA is seeking an experienced Executive Administrative Assistant to oversee office operations and provide direct support...


  • Wexford, Pennsylvania, United States Virtual Assist USA Full time

    Job DescriptionVirtual Assist USA is seeking a highly skilled Executive Virtual Assistant to join our team. As a key member of our team, you will be responsible for providing exceptional support to our clients, handling multiple projects simultaneously, and working independently to achieve client goals.Key Responsibilities:Manage multiple clients in a...

  • Caregiver Assistant

    1 week ago


    Wexford, Pennsylvania, United States Home Helpers of New Castle Full time

    Job OverviewWe are seeking a compassionate and dedicated Caregiver to provide companion care and daily living assistance to our clients in their homes. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of others.ResponsibilitiesAssist with light housekeeping and meal preparationProvide transportation and...

  • Caregiver Assistant

    1 week ago


    Wexford, Pennsylvania, United States Home Helpers of New Castle Full time

    Job OverviewWe are seeking compassionate and dedicated individuals to provide companion care and daily living assistance to the elderly and those requiring recuperative or continuing care.ResponsibilitiesAssist with light housekeeping and meal preparationProvide transportation and companionshipOffer personal care services, including bathing and...


  • Wexford, Pennsylvania, United States Virtual Assist USA Full time

    Job DescriptionVirtual Assist USA is seeking a highly skilled and experienced Executive Virtual Assistant to join our team. As a key member of our team, you will be responsible for providing exceptional support to our clients, handling multiple projects and tasks, and working independently to achieve client goals.Key Responsibilities:Manage multiple clients...

  • Caregiver Assistant

    1 month ago


    Wexford, Pennsylvania, United States Right at Home West Pittsburgh, PA Full time

    Job Title: CaregiverWe are seeking a compassionate and dedicated Caregiver to join our team at Right at Home West Pittsburgh, PA. As a Caregiver, you will play a vital role in improving the quality of life for our clients, providing them with the care and support they need to live safely and comfortably in their own homes.Responsibilities:Assist with light...


  • Wexford, Pennsylvania, United States HomeCare Assistance - Wexford, PA Full time

    Job OpportunityHome Care Assistance in Wexford, PA is seeking a dedicated and compassionate caregiver to provide non-medical support to a client in need. The ideal candidate will have a strong background in caregiving and be able to provide assistance with daily living activities, companionship, and household tasks.Key Responsibilities:Assist with cooking,...


  • Wexford, United States Brian Patten and Associates Full time

    Brian Patten & Associates (BPA) is one of the nation’s premier insurance & benefits enrollment companies.  Working with us results in simplified benefit enrollments, allowing your human resources staff to prioritize their internal needs.  We’ll serve you through your employee benefits administration, education, and insurance enrollment needs.  We are...

  • Caregiver Assistant

    1 month ago


    Wexford, Pennsylvania, United States Home Helpers of New Castle Full time

    Job OpportunityWe are seeking compassionate and dedicated individuals to join our team as caregivers at Home Helpers of New Castle. As a caregiver, you will provide companion care and daily living assistance to the elderly and those requiring recuperative or continuing care.ResponsibilitiesAssist with light housekeeping and meal preparationProvide...

  • Dietary Assistant

    4 days ago


    Wexford, Pennsylvania, United States CommuniCare Family of Companies Full time

    Food Service Role OverviewAs a Dietary Aide at CommuniCare Family of Companies, you will play a vital role in ensuring the culinary needs of our residents are met with care and compassion.Key Responsibilities:Assist in food preparation and presentationServe and deliver food to residents according to their dietary needs and preferencesContribute to...