Client Specialist

5 days ago

Blue Bell, 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 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 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 skillsconsistent 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.


#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 Specialist

    3 days ago

    Blue Bell, United States Robert W. Baird & Co. Full time

    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...

  • Private Client Financial Advisor

    4 weeks ago

    Blue Bell, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team in Blue Bell, PA. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop a High-Quality Wealth Management...

  • Insurance Brokerage Specialist

    2 weeks ago

    Blue Bell, Pennsylvania, United States Jimcor Agency Inc. Full time

    Job Title: Brokerage Specialist - Professional LinesAt Jimcor Agency Inc., we are seeking a highly skilled Brokerage Specialist to join our team. As a key member of our professional lines brokerage team, you will be responsible for generating opportunities, building client relationships, and placing professional lines insurance policies.Key...

  • IT Support Specialist

    2 weeks ago

    Blue Bell, Pennsylvania, United States JSAT AUTOMATION INC Full time

    Job Title: IT Support SpecialistAt JSAT Automation, we are seeking a highly skilled and motivated IT Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support and assistance to end-users within the organization.Key Responsibilities:Provide technical support and assistance to end-users via phone,...

  • Registered Nurse

    4 days ago

    Blue Bell, Pennsylvania, United States Prime IV Hydration & Wellness Full time

    Job Title: Registered Nurse - IV Therapy SpecialistWe are seeking a skilled and compassionate Registered Nurse to join our team at Prime IV Hydration and Wellness. As an IV Therapy Specialist, you will play a crucial role in administering IV therapies, ensuring the highest standards of safety, professionalism, and client satisfaction.Job Summary:The ideal...

  • Client Relations Specialist

    1 month ago

    Bell Gardens, California, United States Salvation Army Full time

    Mission Statement The Salvation Army is a global organization that operates as an evangelical segment of the universal Christian church. Our message is rooted in biblical teachings, and our ministry is driven by the love of God. Our mission is to share the gospel of Jesus Christ and to address human needs in His name without discrimination. Position Overview...

  • Registered Nurse

    4 days ago

    Blue Bell, Pennsylvania, United States Prime IV Hydration & Wellness Full time

    Job Title: Registered Nurse - IV Therapy SpecialistWe are seeking a skilled and passionate Registered Nurse to join our team at Prime IV Hydration and Wellness. As an IV Therapy Specialist, you will play a crucial role in administering IV therapies, ensuring the highest standards of safety, professionalism, and client satisfaction.Key...

  • Medical Billing Specialist

    1 week ago

    Blue Bell, Pennsylvania, United States TEKsystems Full time

    Job SummaryWe are seeking a highly skilled Medical Billing Specialist to join our team at TEKsystems. As a Medical Billing Specialist, you will be responsible for reviewing billing information, debt, and unpaid insurance claims, verifying accuracy of claims data, and submitting electronic and/or paper claims promptly.Key Responsibilities:Review and analyze...

  • Senior EHS Specialist

    2 weeks ago

    Blue Bell, Pennsylvania, United States IPS-Integrated Project Services, LLC Full time

    Job Title: Senior EHS SpecialistAt IPS, we are seeking a highly skilled Senior EHS Specialist to join our team in Blue Bell, PA. As a key member of our EHS department, you will play a critical role in ensuring the safety and compliance of our construction projects.Responsibilities:Assist construction project teams in developing and implementing safety plans,...

  • CX Email Specialist

    3 months ago

    Blue Bell, United States HonorVet Technologies Full time

    Qualifications: BA or BS in Marketing, related field Experience in an agency environment for 3+ years, plus corporate brand experience desired Self motivated, hardworking, well organized and resilient to ever-changing needs, timelines and deliverables. Expert level proficiency in Adobe Illustrator and Photoshop Expert level proficiency in digital...

  • Home and Community Support Specialist

    2 weeks ago

    Blue Bell, Pennsylvania, United States Access Services Full time

    Job Title: Home and Community Support SpecialistAccess Services is seeking caring and patient professionals to join our In Home Supports team as Home and Community Support Specialists. We provide supports to adults with developmental disabilities/Autism who desire to continue living in a home environment for as long as possible.Key Responsibilities:Assist...

  • Client Relations Specialist in Insurance

    4 weeks ago

    Blue Springs, Missouri, United States Joshua Peck & Associates Full time

    Job OverviewThe Client Relations Specialist in Insurance is dedicated to delivering exceptional service to both prospective and current clients. This role focuses on identifying opportunities for additional sales and collaborating with sales professionals to ensure follow-up. The specialist also supports the agency owner in achieving service objectives.Key...

  • Senior Physician

    4 weeks ago

    Blue Bell, Pennsylvania, United States Horizon Dynamics Full time

    Unlock Your Potential with Horizon DynamicsWe are a leading medical consulting firm dedicated to providing exceptional services to medical professionals. Our team of experts is committed to helping you achieve your career goals.About the OpportunityWe are seeking a highly skilled Senior Physician to join our team as an Obstetrics and Gynecology Specialist.As...

  • Financial Services Representative

    20 hours ago

    Blue Bell, Pennsylvania, United States Robert W. Baird & Company, Inc. Full time

    Client Specialist RoleAt Robert W. Baird & Company, Inc., we are seeking a highly skilled Client Specialist to provide exceptional client service and operational support to our Financial Advisors. This role is critical in ensuring the success of our wealth management and portfolio management business approach.Key Responsibilities:Client Onboarding...

  • Patient Collections Specialist

    1 week ago

    Blue Bell, United States TEKsystems Full time

    Job DescriptionJob DescriptionSeeking a Patient Collections Specialist working with a thriving health care company.Duties:***Accounts Receivable Management: Manage and prioritize accounts receivable for insurance companies, government and independent/patient payers. Review aging reports, identify delinquent accounts, and take appropriate actions to collect...

  • Technical Support Analyst

    1 month ago

    Blue Bell, Pennsylvania, United States JSAT AUTOMATION INC Full time

    Job OverviewAbout JSat AutomationAt JSat Automation, we are dedicated to empowering our clients with the necessary tools and resources to navigate challenges in their scientific endeavors. Our mission extends beyond merely delivering solutions; we aim to cultivate enduring partnerships as a technical ally, investing in the ongoing success of our clients.Our...

  • Real Estate Specialist II

    1 week ago

    Blue Bell, Pennsylvania, United States brightview Full time

    About the RoleWe are seeking a highly skilled Real Estate Specialist II to join our team at BrightView. As a key member of our real estate department, you will be responsible for executing and delivering on the day-to-day real estate activities of our 360+ property portfolio.Key ResponsibilitiesManage lease analysis and negotiation of business terms for...

  • Financial Planning Specialist

    4 weeks ago

    Blue Bell, Pennsylvania, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals and secure their financial futures.Job SummaryWe...

  • Master for Event Technology

    3 weeks ago

    Blue Bell, Pennsylvania, United States Apex Innovations Full time

    About Apex InnovationsWe are a dynamic and innovative company that specializes in creating unforgettable events. Our team is passionate about delivering exceptional experiences that exceed our clients' expectations.Job DescriptionWe are seeking a highly skilled Event Technology Specialist to join our team. As an Event Technology Specialist, you will be...

  • Validation Specialist

    3 weeks ago

    Blue Bell, Pennsylvania, United States IPS-Integrated Project Services, LLC Full time

    Job Title: Validation EngineerWe are seeking a skilled Validation Engineer to join our team at IPS-Integrated Project Services, LLC. As a Validation Engineer, you will play a critical role in ensuring the quality and compliance of our clients' products and processes.Key Responsibilities:Develop and execute validation protocols and procedures to ensure...