Client Service Representative
4 days ago
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.
- 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
- 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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