Client Service Representative
1 week ago
We are seeking a highly motivated and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and supporting the business operations of our Financial Advisors.
Key Responsibilities- Client Onboarding: Coordinate the onboarding process for new clients, including managing prospect pipelines, assisting with proposal generation, and preparing new account paperwork.
- Client Service: Provide exceptional client service, including answering phone calls, managing client needs, and advising Financial Advisors on action taken.
- Business Operations: Assist with business operations functions, including scheduling client appointments, assembling materials for client meetings, and maintaining client records.
- Compliance: Ensure adherence to firm and industry regulatory policies, including understanding and maintaining client confidentiality.
- 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 12 months of hire.
- Excellent client service skills, with a focus on providing exceptional service to clients.
- Proficient in Microsoft Office suite, with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
- A fast-paced and dynamic work environment that will enable you to grow as a professional.
- 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.
Baird provides significant technology training, plus extensive one-on-one training and support to ensure your success in this role.
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