Client Specialist

6 days ago


Sacramento, California, United States Baird Full time
Unlock Your Potential as a Client Specialist at Baird

Are you passionate about delivering exceptional client service and supporting financial advisors in achieving their goals? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to join our team at Baird as a Client Specialist.

About the Role

As a Client Specialist, you will play a critical role in providing operational support to our financial advisors, ensuring seamless client onboarding, and delivering tailored solutions to meet their needs. Your expertise will be essential in managing client relationships, coordinating events, and maintaining accurate records.

Key Responsibilities
  • Client Onboarding Coordination: Manage the prospect pipeline, assist with proposal generation, and prepare new account paperwork.
  • Financial Advisor Support: Provide exceptional client service, answer incoming calls, and manage client needs.
  • Event Coordination: Schedule client appointments, assemble materials, and ensure business adherence to firm and industry policies.
  • Technology and Data Management: Maintain CRM systems, leverage technology platforms, and ensure data accuracy.
  • Compliance and Regulatory: Understand and ensure adherence to compliance regulations and correspondence policies.
What We Offer
  • Competitive Hourly Rate: $34.93 per hour
  • Bonus Potential: Up to 8.5% of annual compensation
  • Comprehensive Benefits Package: Medical, dental, vision, and more
  • Opportunities for Growth and Development: Training, mentorship, and career advancement
Requirements
  • 2+ years of industry and/or administrative work experience
  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
  • Excellent client service skills, attention to detail, and organizational abilities
Join Our Team

Baird is committed to inclusion and diversity, fostering an environment where diverse perspectives unite us. We invite you to join our team and contribute to our mission of delivering exceptional client service and achieving great results for our clients and communities.



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