Client Service Specialist

4 days ago


Waukesha, Wisconsin, United States Robert W. Baird & Co. Full time
About the Role

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

Key Responsibilities
  • Client Onboarding and Coordination: Manage client onboarding processes, including coordinating with Financial Advisors, preparing new account paperwork, and opening accounts.
  • Operational Support: Provide administrative support to Financial Advisors, including managing client relationships, scheduling appointments, and assembling materials for client meetings.
  • Business Development: Identify opportunities to enhance Financial Advisors' business effectiveness and marketability, and implement strategies to drive business growth.
  • Compliance and Regulatory: Ensure adherence to firm and industry regulatory policies, and maintain client confidentiality in all situations.
  • Technology and Training: Leverage Baird's Private Wealth Management technology platforms, and participate in training and development programs to enhance skills and knowledge.
Requirements
  • Experience: 2+ years of prior industry and/or administrative work experience.
  • Licenses: Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to study and obtain within 18 months of hire.
  • Skills: Excellent client service skills, proficiency in Microsoft Office suite, and ability to learn and navigate Baird's technology platforms.
  • Education: Bachelor's degree preferred, but not required.
About Us

Robert W. Baird & Co. is a leading financial services firm committed to diversity and inclusion. We provide a dynamic and supportive work environment, and offer opportunities for professional growth and development.


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