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Client Relations Associate

2 months ago

Roseville, United States Baird Full time

Client Specialist Role Overview

In the position of Client Specialist, you will play a crucial role in delivering outstanding client support and operational assistance for Financial Advisors within a wealth management or portfolio management framework. Your primary responsibilities will encompass:

  • Facilitating the client onboarding journey
  • Utilizing collaborations with Baird's Corporate Resource Groups
  • Overseeing client communication and service strategies
  • Coordinating client meetings and events
  • Ensuring compliance with regulatory standards
  • Enhancing the social media visibility of Financial Advisors and their teams
  • Maintaining the Client Relationship Management system
  • Assessing and informing Financial Advisors of investment prospects

Reasons to Consider Joining Us:

  • Flexible work-life integration
  • Opportunities for career advancement
  • A diverse environment that prioritizes teamwork and collaboration
  • An employee-owned organization celebrated as a top workplace
  • Comprehensive training and support offered

Qualifications:

  • Minimum of 2 years in the industry or administrative roles
  • Possession of active SIE, Series 7, and Series 66 licenses or willingness to acquire them
  • Commitment to delivering exceptional client service
  • Proficiency in Microsoft Office Suite
  • Excellent communication and organizational capabilities
  • Strong analytical and problem-solving skills
  • Bachelor's degree is preferred

Compensation Details:

  • Hourly rate of $34.93
  • Potential for bonuses up to 8.5%

Additional Perks:

  • Medical, Dental, and Vision coverage
  • Competitive bonding leave
  • Health Savings Account contributions
  • Employee Assistance Program
  • Tuition reimbursement options