Client Assistant

4 weeks ago


Janesville, Wisconsin, United States Baird Full time

At Baird, we're committed to delivering exceptional client service and wealth management solutions. As a Client Assistant, you'll play a vital role in supporting our Financial Advisors in providing tailored plans to help clients achieve their goals.

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 the best wealth management solutions to clients.
  • Client Communication: Answer incoming phone calls, schedule client appointments, and maintain Client Relationship Management (CRM) systems.
  • Business Operations: Ensure adherence to firm and financial industry regulatory policies, manage client relationships, and coordinate seminars and client events.
  • Transaction Management: Initiate and complete transactions required to fully service client accounts, including paperwork, correspondence, and client request fulfillment.
What We Look For:
  • 2+ years of relevant work experience.
  • Excellent client service focus.
  • Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire.
  • Proficient in Microsoft Office suite and Baird's Private Wealth Management technology platforms.
  • Good verbal and written communication skills, with the ability to exchange ideas and information effectively.

Baird is committed to inclusion and diversity, fostering an environment where diversity unites rather than divides us. We invite you to join us as we work together to achieve great results for clients and give back to the communities where we live and work.



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