Client Service Representative

6 hours ago


Elgin, Illinois, United States Baird Full time
Job Title: Client Assistant

At Baird, we're committed to delivering exceptional client service and building long-lasting relationships with our clients. As a Client Assistant, you'll play a vital role in supporting our Financial Advisors and helping them achieve their goals.

Key Responsibilities:
  • Provide exceptional client service and operational support to Financial Advisors, ensuring seamless execution of client requests and transactions.
  • Manage client onboarding, including coordinating with Financial Advisors, preparing new account paperwork, and opening accounts.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Stay up-to-date on industry developments and regulatory requirements, ensuring compliance with firm and financial industry policies.
  • Collaborate with Corporate Resource Groups to provide best-in-class wealth management solutions to clients.
  • Perform various administrative tasks, including scheduling appointments, coordinating events, and maintaining accurate records.
What We're Looking For:
  • 2+ years of relevant work experience, preferably in a financial services or customer-facing role.
  • Excellent communication and interpersonal skills, with a focus on delivering exceptional client service.
  • Ability to learn and navigate Baird's Private Wealth Management technology platforms.
  • Detail-oriented and organized, with a strong emphasis on accuracy and attention to detail.
  • Strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
Why Join Baird?
  • Flexible work-life balance and a fast-paced environment that fosters growth and development.
  • A team of passionate associates dedicated to achieving great results for clients and giving back to the communities we serve.
  • 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.


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