Financial Services Professional

6 hours ago


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

Client Specialist Trainee Role

The Robert W Baird & Co Client Specialist Training Program is a unique 18-month development opportunity designed to attract driven and adaptable individuals to join the Financial Services Industry.

This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors during rotations with teams at the firm.

As a Client Specialist Trainee, you will be responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to the firm, and establishing an ongoing communication/client service plan.

You will also be responsible for answering all incoming phone calls and handling them as appropriate, understanding and ensuring business adherence with firm and financial industry regulatory policies, and maintaining Client Relationship Management (CRM) system for Financial Advisor(s).

Additionally, you will develop client lists, design material and meeting content, and coordinate PowerPoint presentations, and may manage the team's social media presence and initiate and complete all transactions required to fully service client accounts.

Strong training through our Client Resource Team will be provided to land a role as a CS on a team following the program.

We are committed to diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.



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