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Client Specialist Training Program Associate
2 months ago
Baird is seeking a highly motivated and detail-oriented individual to join our Client Specialist Training Program. As a Client Specialist Trainee, you will play a critical role in supporting our Financial Advisors and providing exceptional client service.
Key Responsibilities- Client Onboarding Coordination: Manage Financial Advisor prospect pipelines, assist with proposal generation, prepare new account paperwork, open accounts, transition new assets to Baird, and establish ongoing communication/client service plans.
- Knowledge and Partnership: Gain knowledge of and partner with Baird's Corporate Resource Groups to provide the best solutions to clients.
- Phone and Appointment Management: Answer incoming phone calls and handle as appropriate, schedule client appointments, and coordinate conference room arrangements.
- Business Adherence and Compliance: Understand and ensure adherence to firm and financial industry regulatory policies.
- Client Relationship Management: Maintain Client Relationship Management (CRM) systems for Financial Advisors, leverage the platform to manage client relationships, and implement well-defined client service models.
- Event Coordination: Coordinate seminars and client events, develop client lists, design materials, and create meeting content.
- Transaction Management: Initiate and complete transactions required to fully service client accounts, including paperwork, correspondence, and client request fulfillment.
- Order Entry: Enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders, per Financial Advisors' instructions or upon client direction.
- Strong Work-Life Balance: Promote a healthy balance between work and personal life.
- Passionate Team: Work with a team of associates who are passionate about achieving great results for clients and giving back to the communities where we live and work.
- Unique Culture: Emphasize a culture that values diverse backgrounds and perspectives while promoting teamwork and a strong sense of partnership.
- Great Place to Work: Recognized as a great place to work since 2004, Baird is a strong, stable employee-owned firm.
- Excellent Client Service Skills: Provide exceptional client service and communication skills.
- Technical Skills: Proficiency in Microsoft Office suite, with the ability to learn and navigate Baird's Private Wealth Management technology platforms.
- Attention to Detail: Emphasize accuracy and attention to detail in all aspects of the role.
- Organizational Skills: Prioritize workflow and achieve specific goals in a timely manner.
- Analytical and Problem-Solving Skills: Apply analytical and critical problem-solving skills to resolve client issues.
- Education: High school diploma required, Associate's or Bachelor's degree a plus.
- Licenses: Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire, with training and resources provided by Baird.
