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Client Service Specialist

1 month ago

Murfreesboro, Tennessee, United States Baird Full time
Client Specialist Job Description

Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States. As a Client Specialist, you will play a crucial role in delivering exceptional client service and operational support to our Financial Advisors.

Key Responsibilities:
  • Provide exceptional client service and operational support to one or more Financial Advisors.
  • Coordinate client onboarding, including managing prospect pipelines, assisting with proposal generation, and preparing new account paperwork.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answer incoming phone calls and handle them accordingly, managing client needs and advising Financial Advisors of action taken.
  • Assemble and generate materials, including paperwork and reports, for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • Manage Financial Advisor and Team's social media presence, including website, LinkedIn, Twitter, and other platforms.
  • Maintain Client Relationship Management (CRM) system for Financial Advisors and leverage the platform to manage client relationships.
  • Organize and coordinate seminars and client events at the direction of Financial Advisors, developing client lists, designing materials, and coordinating PowerPoint presentations.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, and client request fulfillment.
  • Enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders, per Financial Advisors' instructions or upon client's verbal direction.
  • Provide back-up to other teams and the branch when necessary and perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis and notify Financial Advisors to take action on those opportunities to drive the Financial Advisors' business.
What Makes This Opportunity Great:
  • Flexible work-life balance is promoted.
  • Fast-paced environment that will enable you to grow as a professional.
  • Team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • Strong, stable employee-owned firm recognized as a great place to work since 2004.
  • Baird provides significant technology training, plus extensive one-on-one training and support.
What We Look For:
  • 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 be willing to study and obtain within 18 months of hire.
  • Focus on excellent client service.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Excellent verbal and written communication skills, with the ability to adeptly exchange ideas and information.
  • Detail-oriented with an emphasis on accuracy.
  • Strong organizational skills, with a consistent ability to prioritize workflow to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies, maintaining client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

Baird is committed to inclusion & diversity for our clients, our associates, and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others, and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement, and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.