Client Specialist Training Program

4 weeks ago

Louisville, 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.

The 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 importance of exceptional client service through operational support for Financial Advisors during rotations with teams at the branch. This will allow immersion into Private Wealth Management at Baird.

Following successful completion of the program, Baird will work closely to match associates within a long-term Client Specialist position. While we will consider long-term placement at the branch in which the associate completed the program, we cannot guarantee and may require the associate to relocate to a branch within the area they are based.

As a Client Specialist Trainee, you will:

  • 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 partner with Baird's Corporate Resource Groups to provide the best solutions to clients.
  • Answer all incoming phone calls and handle 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 coordinate seminars and client events.Develop client lists, design material and meeting content, and coordinate PowerPoint presentations.
  • May manage the team's social media presence (website, LinkedIn, Twitter, etc.).
  • Initiate and complete 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.
What makes this opportunity great:
  • Strong 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.
  • A strong, stable employee-owned firm recognized as a great place to work since 2004.
What we look for:
  • Excellent client/customer service skills. Good verbal and written communication skills (including e-mail, phone, and in person interaction).
  • Knowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • 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.
  • High school diploma required. Associate's or Bachelor's degree a plus.
  • Ability 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.


#LI-PWM5

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 Training Program

    4 days ago

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

    The 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 Training Program

    3 days ago

    Louisville, Kentucky, United States Robert W. Baird & Co. Full time

    Client Specialist TraineeBaird, a leading financial services firm, offers a unique opportunity for driven and adaptable individuals to join their team as a Client Specialist Trainee. This 18-month program is designed to equip individuals with the skills and knowledge necessary to become a successful Client Specialist in the Financial Services Industry.Job...

  • Client Relations Training Coordinator

    1 week ago

    Louisville, Kentucky, United States Robert W. Baird & Company, Inc. Full time

    Position OverviewThe Client Onboarding Specialist Program at Robert W. Baird & Company, Inc. is designed for individuals who are passionate about delivering exceptional client service. This role focuses on the seamless integration of new clients into our financial advisory services.Key ResponsibilitiesClient Onboarding Coordination: Manage the process of...

  • Travel Nurse RN ICU Specialist

    5 days ago

    Louisville, Kentucky, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN ICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN ICU Specialist to join their team in a dynamic and challenging environment.Job Summary:We are looking for a highly motivated and experienced Travel Nurse RN ICU Specialist to provide high-quality patient care in a fast-paced ICU setting. The ideal candidate...

  • Oncology Nurse Specialist

    12 hours ago

    Louisville, Kentucky, United States HealthEcareers - Client Full time

    About the OpportunityHealthEcareers - Client is seeking a skilled and dedicated Traveling Healthcare Professional to join their team as an Oncology Nurse Specialist in a Travel Nursing role.Job SummarySpecialty: OncologyDiscipline: RNEmployment Type: TravelThis is a 13-week contract opportunity with a 36-hour workweek, requiring 12-hour shifts, days. The pay...

  • Travel Nurse RN Specialist

    5 days ago

    Louisville, Kentucky, United States HealthEcareers - Client Full time

    The HealthEcareers - Client is seeking a skilled travel nurse to join their team in a Post Anesthesia Care Unit (PACU) setting.Job DetailsJob Title: Travel Nurse RN SpecialistSpecialty: PACU - Post Anesthesia CareEmployment Type: TravelShift: 12 hours, nightsHours per Week: 36The HealthEcareers - Client is a leading healthcare provider seeking a dedicated...

  • Travel Nurse RN Oncology Specialist

    5 days ago

    Louisville, Kentucky, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team. As a key member of the healthcare team, the successful candidate will provide high-quality patient care and support in a dynamic and fast-paced environment.Key ResponsibilitiesProvide direct patient care to oncology patients, including...

  • Client Support Specialist

    3 days ago

    Louisville, Colorado, United States Alarm Detection Systems Full time

    Job OverviewSalary: $20-$23Position Summary:The Client Support Specialist plays a crucial role in assisting both external and internal clients with inquiries regarding products in a prompt, efficient, and courteous manner. This position is vital for maintaining external client loyalty by addressing concerns and product-related issues while communicating in a...

  • Behavioral Support Specialist for Therapeutic Programs

    3 days ago

    Louisville, Kentucky, United States Maryhurst Full time

    Maryhurst is dedicated to providing exceptional care through our residential, community-based, and outpatient clinical programs aimed at assisting children in need. Our residential initiatives focus on breaking the cycle of abuse, offering treatments that restore hope and facilitate successful transitions for children into more stable community or family...

  • Client Support Specialist

    1 week ago

    Louisville, Kentucky, United States Elite Staffing Company Full time

    Client Support Specialist Job Overview: The Client Support Specialist is tasked with engaging customers and collaborating with company sales and service teams to manage a range of pre-sales and post-sales service activities. This role involves tracking the status of product returns, repairs, replacements, sales orders, and delivery timelines. Additionally,...

  • Behavioral Support Specialist for Therapeutic Programs

    3 days ago

    Louisville, Kentucky, United States Maryhurst Full time

    Maryhurst is dedicated to providing comprehensive care through our residential programs, community-based homes, and outpatient clinical services aimed at supporting children in need. Our residential initiatives focus on breaking the cycle of abuse, offering treatments that foster hope and facilitate successful transitions for children into more stable,...

  • Client Engagement Specialist

    1 week ago

    Louisville, Kentucky, United States Trane Technologies Full time

    At Trane Technologies TM, through our brands including Trane and Thermo King, we develop pioneering climate solutions for buildings, residences, and transportation that challenge conventional limits for a sustainable future. Our team embraces the world's challenges and envisions impactful opportunities. We are committed to fostering a better tomorrow by...

  • Training Specialist

    2 months ago

    Louisville, United States Atria Support Center Full time

    Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order to achieve something together that they could not do alone. Atria Senior Livings...

  • Training Specialist

    2 months ago

    Louisville, United States Atria Senior Living Full time

    Responsibilities The Training Specialist is responsible for the coordination of and logistical support for all training programs with the objective of ensuring that each new hire is supported and has a solid base to begin their career. Additionally, this individual manages the communication, training logistics, training documents, event needs, and more. ...

  • Client Support Specialist

    1 week ago

    Louisville, Kentucky, United States Kelly Services, Inc. Full time

    POSITION:Client Support Specialist. We are seeking a diligent and committed individual to join our team as a Client Support Specialist.ROLE OVERVIEW:The Client Support Specialist will be responsible for providing exceptional service to our clients, ensuring their needs are met with professionalism and efficiency.KEY RESPONSIBILITIES:1. Address client...

  • Training Specialist

    3 weeks ago

    Louisville, United States Atria Senior Living Full time

    Job DescriptionJob DescriptionOverviewWe create communities where employees thrive in their work, helping our residents thrive in their homes.We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order to achieve something together that they could not do...

  • Client Relationship Specialist I

    1 week ago

    Louisville, Kentucky, United States BNP Paribas Bank NV Full time

    We are seeking a **Client Relationship Specialist I**.**Company Overview** At BNP Paribas Bank NV, we are committed to making a positive impact globally. We focus on initiatives that enhance diversity, support women entrepreneurship, provide financing for small businesses, and promote sustainable energy programs. Our presence across the U.S. allows us to...

  • Accreditation and Training Specialist

    2 weeks ago

    Louisville, United States Accreditation of Higher Education. Full time

    Position: Accreditation & Training Specialist Reports to: Associate Executive Director of AccreditationPayroll Status: Salaried, Exempt  Travel: up to 25%  Location: Remote, USA Hours: Standard work week is Monday – Thursday, Friday availability as needed  Summary: The Accreditation & Training Specialist manages NAAE accreditation operations as...

  • Accreditation and Training Specialist

    2 weeks ago

    Louisville, United States Accreditation of Higher Education. Full time

    Position: Accreditation & Training Specialist Reports to: Associate Executive Director of AccreditationPayroll Status: Salaried, Exempt  Travel: up to 25%  Location: Remote, USA Hours: Standard work week is Monday – Thursday, Friday availability as needed  Summary: The Accreditation & Training Specialist manages NAAE accreditation operations as...

  • Behavioral Support Specialist for Therapeutic Programs

    5 days ago

    Louisville, Kentucky, United States Maryhurst Full time

    Maryhurst is dedicated to providing comprehensive care through our residential programs, community-based homes, and outpatient clinical services aimed at supporting children in need. Our residential initiatives focus on breaking the cycle of abuse, offering therapeutic treatments that foster hope and facilitate successful transitions for children into stable...