Client Service Representative

2 weeks ago

Roseville, United States Baird Full time
Client Specialist Job Description

About the Role:

We are seeking a highly skilled Client Specialist to join our team at Baird. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.

Key Responsibilities:
  • Client Onboarding Coordination: Manage Financial Advisor prospect pipelines, assist with proposal generation, prepare new account paperwork, open accounts, and transition new assets to Baird.
  • Knowledge and Leverage of Corporate Resource Groups: Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Client Communication: Answer incoming phone calls, handle as appropriate, and manage client needs where possible.
  • Scheduling and Event Planning: Schedule client appointments and/or conference rooms for appointments, and organize and coordinate seminars and client events at the direction of Financial Advisors.
  • Client Relationship Management: Maintain Client Relationship Management (CRM) system for Financial Advisors, and leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more.
  • Transaction Processing: Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, client request fulfillment, and special projects as needed.
  • Investment Opportunities: Proactively review investment opportunities on a daily basis and notify Financial Advisors to take action on those opportunities.
Requirements:
  • 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, ability to adeptly exchange ideas and information.
  • Detail-oriented with an emphasis on accuracy.
  • Strong organizational skills, consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies, maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.
Compensation and Benefits:
  • $34.93 per hour*.
  • Bonus potential of up to 8.5% of annual compensation.
  • Medical/Dental/Vision.
  • B/Well programs.
  • Competitive bonding leave.
  • HSA Contribution.
  • FMLA.
  • Employee Assistance Program.
  • Ten paid holidays and competitive PTO package.
  • Life and disability insurance.
  • Retirement – 401k match and profit-sharing.
  • Tuition Reimbursement.

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