Client Specialist Training Program Coordinator

1 day ago

Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

The Client Specialist Training Program at Robert W. Baird & Co. is a unique opportunity for driven and adaptable individuals to launch their careers in the Financial Services Industry. As a Client Specialist Trainee, you will be immersed in Private Wealth Management, working closely with Financial Advisors and their teams to provide exceptional client service.

Key Responsibilities:

  • Client onboarding coordination, including managing Financial Advisor prospect pipelines, assisting with proposal generation, and preparing new account paperwork.
  • Gain knowledge of and partner with Baird's Corporate Resource Groups to provide the best solutions to clients.
  • Answer incoming phone calls and handle them appropriately.
  • Schedule client appointments and/or conference rooms for appointments.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • Maintain Client Relationship Management (CRM) systems for Financial Advisors, leveraging the platform to manage client relationships through mailings, reporting, email tracking, and more.
  • Coordinate seminars and client events, developing client lists, designing materials, and meeting content.
  • Manage the team's social media presence, including website, LinkedIn, Twitter, and other platforms.
  • Initiate and complete 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 direction.
  • Provide backup to other teams and the branch, as needed, and perform other duties and special projects.

What Makes This Opportunity Great:

  • Strong work-life balance is promoted.
  • A team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.
  • A unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • A strong, stable employee-owned firm recognized as a great place to work since 2004.

Requirements:

  • Excellent client/customer service skills.
  • Good verbal and written communication skills, including email, phone, and in-person interaction.
  • Knowledge in Microsoft Office suite, with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Detail-oriented with an emphasis on accuracy.
  • Organized with consistent ability to prioritize workflow to achieve specific goals in a timely manner.
  • Good analytical and critical problem-solving skills.
  • High school diploma required; Associate's or Bachelor's degree a plus.
  • Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire, with training and resources provided and paid for by Baird.

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