Client Service Representative

4 days ago


Marquand, Missouri, United States Baird Full time
Client Specialist Role

Baird's Private Wealth Management business is seeking a highly skilled Client Specialist to provide exceptional client service and operational support to our Financial Advisors. As a key member of our team, you will play a critical role in delivering tailored solutions to our clients and driving business growth.

Key Responsibilities:
  • Client Onboarding Coordination: Manage Financial Advisor prospect pipelines, assist with proposal generation, prepare new account paperwork, and transition new assets to Baird.
  • Partnership Development: Leverage Baird's Corporate Resource Groups to provide best-in-class wealth management solutions to clients.
  • Client Communication: Answer incoming phone calls, manage client needs, and advise Financial Advisors on action taken.
  • Administrative Support: Schedule client appointments, assemble materials for client meetings, and maintain Client Relationship Management (CRM) systems.
  • Business Development: Enhance Financial Advisor business effectiveness, marketability, and drive business growth through proactive review of investment opportunities.
What We Offer:
  • Flexible work-life balance
  • Fast-paced environment with opportunities for growth
  • Collaborative team culture
  • Strong, stable employee-owned firm recognized as a great place to work
  • Significant technology training and support
Requirements:
  • 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 willingness to study and obtain within 18 months of hire
  • Focus on excellent client service
  • Proficient in Microsoft Office suite and ability to learn Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills
  • Detail-oriented with emphasis on accuracy
  • Strong organizational skills and ability to prioritize workflow
  • Understanding of compliance regulations and client confidentiality


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