Client Service Representative

12 hours ago

Roseville, United States Baird Full time

About the Role:

We are seeking a highly skilled and detail-oriented Client Specialist to join our team at Baird. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.

Key Responsibilities:

  • Client onboarding coordination, including managing Financial Advisor prospect pipelines and assisting with proposal generation.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answer incoming phone calls and handle as appropriate, managing client needs and advising Financial Advisors of action taken.
  • Schedule client appointments and/or conference room for appointments.
  • Assemble and generate materials, including paperwork and reports, for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • Manage Financial Advisor and Team's social media presence, including website, LinkedIn, Twitter, and other platforms.
  • Maintain Client Relationship Management (CRM) system for Financial Advisors, leveraging the platform to manage client relationships through mailings, reporting, email tracking, and more.
  • Organize and coordinate seminars and client events at the direction of Financial Advisors, developing client lists, designing material, and coordinating PowerPoint presentations.
  • Seek ways to enhance Financial Advisor business effectiveness and marketability.
  • Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, client request fulfillment, and special projects as needed.
  • 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.
  • 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 and notify Financial Advisors to take action on those opportunities with the goal of driving Financial Advisors' business.

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 giving 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, with the ability to adeptly exchange ideas and information.
  • Detail-oriented with an emphasis on accuracy.
  • Strong organizational skills, with a consistent ability to prioritize workflow to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies, maintaining client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

Compensation Information:

  • $26.31 - $34.93 per hour*.
  • Bonus potential of up to 8.5% of annual compensation.

Additional Benefits Include:

  • Medical/Dental/Vision.
  • B/Well programs.
  • Competitive bonding leave.
  • HSA Contribution.
  • FMLA.
  • Employee Assistance Program.
  • Ten paid holidays and competitive PTO package.
  • Life and disability insurance.
  • Retirement – 401k match and profit-sharing.
  • Tuition Reimbursement.

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