Client Specialist

7 months ago

Pittsburgh, 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 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 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.

#DI

#LI-PWM4

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.

  • Client Services Specialist

    2 weeks ago

    Pittsburgh, United States Genesis10 Full time

    Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire ; This position will require working onsite 5 days a week. Compensation: $ - $ per hour, W2, depending on skill and experience ;

  • Client Acquisition Specialist

    6 days ago

    Pittsburgh, Pennsylvania, United States Innovation Works, Inc. Full time

    Client Acquisition SpecialistWe are seeking a Client Acquisition Specialist to join our team at Innovation Works, Inc. in Pittsburgh, PA. As a key member of our sales organization, you will be responsible for identifying and pursuing new business opportunities, building relationships with small business clients, and driving revenue growth.With 4-6 years of...

  • Client Relations Specialist

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Work With Your Handz Full time

    Work with Your Handz - Deliver Exceptional ServiceJoin us as a Client Relations Specialist and contribute to our goal of exceptional customer satisfaction. You'll benefit from competitive pay, flexible scheduling, and a positive work culture that fosters growth and development.

  • Client Services Specialist

    2 days ago

    Pittsburgh, Pennsylvania, United States Louis Plung & Company Full time

    Job DescriptionLouis Plung & Company is a growth-minded firm focused on delivering exceptional results through collaboration between staff and clients.About the Role:The Client Services Specialist will be responsible for coordinating client interactions, managing administrative tasks, and supporting the tax team to deliver high-quality service.Key...

  • Client Relationship Specialist

    2 weeks ago

    Pittsburgh, Pennsylvania, United States University of Pittsburgh Medical Center Full time

    The University of Pittsburgh Medical Center seeks a highly skilled Client Relationship Specialist to establish and build strong relationships with internal team members and external partner providers. This role is crucial in fostering a collaborative environment that enables the delivery of exceptional healthcare services.Key Responsibilities:Educate clients...

  • Insurance Client Experience Specialist

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Paul Lukitsch - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Insurance Client Experience Specialist to join our team at Paul Lukitsch - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional client experiences that drive the growth and success of our insurance business.

  • Client Support Specialist

    4 weeks ago

    Pittsburgh, Pennsylvania, United States TEKsystems Full time

    Job OverviewWe are seeking a highly skilled Client Support Specialist to join our team at TEKsystems. As a key member of our team, you will play a critical role in providing exceptional support to clients regarding their lab testing orders.Key Responsibilities:Handle client inquiries and provide timely resolutions to issues related to lab testing orders,...

  • Veteran Client Support Specialist

    2 days ago

    Pittsburgh, Pennsylvania, United States Veterans Leadership Program Full time

    About the PositionVeterans Leadership Program is seeking an exceptional administrative professional to join our team. As a Veteran Client Support Specialist, you will play a critical role in creating a welcoming and supportive environment for our clients.The ideal candidate will have excellent interpersonal skills, be able to manage multiple priorities, and...

  • Client Services Specialist

    2 weeks ago

    Pittsburgh, United States Genesis10 Full time

    Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. Responsibilities Assist multiple Operations teams...

  • Client Service Specialist

    3 weeks ago

    Pittsburgh, United States Robert Half Full time

    Job DescriptionJob DescriptionOur client in Downtown Pittsburgh is hiring a contract candidate for a Client Support Specialist position. This position is contract 12-15 weeks for a leave of absence. This will be full time, and hours are flexible (start time around 8/8:30/9AM). This client is ideally looking to start someone mid-January 2025. This position...

  • Client Relationship Specialist

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Advance Sourcing Concepts, LLC Full time

    About the RoleAs a Client Relationship Specialist at Advance Sourcing Concepts, LLC, you will play a vital role in strengthening relationships between professional associations and their members. This is an excellent opportunity to grow professionally in a highly reputable Member Benefits Organization located in Shadyside.Job SummaryWe are seeking a...

  • Client Support Specialist

    3 weeks ago

    Pittsburgh, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts.Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area. Position Summary The Client Support Specialist (CSS) is responsible for...

  • Group Benefits Client Support Specialist

    2 months ago

    Pittsburgh, United States Henderson Brothers Inc Full time

    POSITION SNAPSHOT Title: Client Support Specialist Department: Group Benefits Location: Pittsburgh, PA Responsibilities: account management of large accounts, deliver strategic health & welfare initiatives, manage benefit programs brokered by Henderson Brothers Compensation: competitive salary + bonus opportunities, comprehensive benefits, sizable time-off...

  • Client Success Specialist

    2 months ago

    pittsburgh, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts. Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area.Position SummaryThe Client Support Specialist (CSS) is responsible for...

  • Client Success Specialist

    2 months ago

    Pittsburgh, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts. Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area.Position SummaryThe Client Support Specialist (CSS) is responsible for...

  • Client Success Specialist

    1 month ago

    pittsburgh, United States Harrison Gray Search Full time

    Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts. Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area.Position SummaryThe Client Support Specialist (CSS) is responsible for...

  • Client Services Specialist PA

    2 weeks ago

    pittsburgh, United States Genesis10 Full time

    Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position.  This position will require working onsite 5 days a week.Compensation:  $20.00 - $22.00 per hour, W2, depending on skill and experience level.  Responsibilities Assist multiple Operations teams...

  • Client Engagement Specialist

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Bank of America Full time

    About the RoleWe are seeking a Client Engagement Specialist to join our team in the Pittsburgh area. This is an exciting opportunity for a highly motivated individual to work with clients, build relationships, and drive business growth.Job SummaryThe Client Engagement Specialist will be responsible for engaging clients in the lobby, educating them on...

  • Genesis10 | Client Services Specialist PA

    1 week ago

    pittsburgh, United States Genesis10 Full time

    b>Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position.  00 per hour, W2, depending on skill and experience level.  Responsibilities Assist multiple Operations teams who support Investment management, banking, and loan products throughout the life...

  • Client Experience Coordinator

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Reed Smith Full time

    Job DescriptionThe Guest Services Specialist is a critical role that plays a key part in ensuring the success of our clients and the overall well-being of our staff. This position requires a unique blend of technical skills, business acumen, and interpersonal abilities.As a Guest Services Specialist, you will be responsible for creating and maintaining a...