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Client Service Representative
2 months ago
We are seeking a highly skilled Client Specialist to join our team at Robert W. Baird & Co. This role will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.
Key Responsibilities- Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, and preparing new account paperwork.
- Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
- Answer incoming phone calls and handle as appropriate, managing client needs and advising Financial Advisors of action taken.
- Schedule client appointments and/or conference rooms for appointments.
- Assemble and generate materials, including paperwork and reports, for client meetings.
- Ensure business adherence with firm and financial industry regulatory policies.
- Manage Financial Advisor and Team social media presence, including website, LinkedIn, and Twitter.
- Maintain Client Relationship Management (CRM) system for Financial Advisors, leveraging the platform to manage client relationships through mailings, reporting, email tracking, and more.
- Organize and coordinate seminars and client events at the direction of Financial Advisors, developing client lists, designing materials, and coordinating PowerPoint presentations.
- Enhance Financial Advisor business effectiveness and marketability.
- Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, client request fulfillment, and special projects.
- Enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders, per Financial Advisors' instructions or upon client verbal direction.
- Provide backup to other teams and the branch when necessary, performing other duties and special projects as needed.
- Proactively review investment opportunities daily and notify Financial Advisors to take action on those opportunities, driving Financial Advisors' business.
- 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, with the ability to adeptly exchange ideas and information.
- Detail-oriented with an emphasis on accuracy.
- Strong organizational skills, with the ability to prioritize workflow to achieve specific goals in a timely manner.
- Understands compliance regulations and correspondence policies, maintaining client confidentiality in all situations.
- Good analytical and critical problem-solving skills.
- Bachelor's degree preferred, not required.
We are an equal opportunity employer and welcome applications from diverse candidates. 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.
