Client Specialist

2 weeks ago

Lynchburg, VA, United States Baird Full time
About the Role:

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists

The Impact You'll Make:

Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.
  • 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 Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.
  • Must have 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. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
  • 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.

#LI-PWM5

  • Client Specialist

    7 days ago

    Lynchburg, VA, United States Robert W. Baird & Co. Full time

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work...

  • Procurement Specialist

    3 days ago

    Lynchburg, VA, United States Manpower Inc Full time

    Our client, a leading manufacturing organization, is eager to welcome a passionate and meticulously detail-oriented Procurement Specialist to their dynamic team. This direct hire opportunity in Lynchburg, VA, will place you at the heart of the procurement department, where you will provide essential support to manufacturing, production control, sales, and...

  • Procurement Specialist

    1 day ago

    Lynchburg, VA, United States Manpower Inc Full time

    Our client, a leading manufacturing organization, is eager to welcome a passionate and meticulously detail-oriented Procurement Specialist to their dynamic team. This direct hire opportunity in Lynchburg, VA, will place you at the heart of the procurement department, where you will provide essential support to manufacturing, production control, sales, and...

  • Disabled Veteran Outreach Program

    1 day ago

    Lynchburg, VA, United States Virginia Department of Human Resource Management Full time

    Disabled Veteran Outreach Program (DVOP) Specialist Job no: 5096473 Work type: Restricted Full-Time Location: Lynchburg, Virginia Categories: Administrative Services Title: Disabled Veteran Outreach Program (DVOP) Specialist State Role Title: Prog Admin Specialist I Hiring Range: $44,192 - $52,356 Pay Band: 4 Agency: Department of Workforce Development and...

  • Sourcing Specialist

    2 weeks ago

    Lynchburg, VA, United States The Planet Group Full time

    Job DescriptionA Sourcing Specialist responsible for supporting the overall strategic sourcing initiatives for new products, capacity expansion, can line Integration, and existing production operations to ensure quality, cost, and delivery are met. The position will support supplier selection, supplier contract creation and negotiation, supplier management,...

  • Financial Interview Specialist

    5 days ago

    Lynchburg, VA, United States Horizon Behavioral Health Full time

    Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm Location: Bedford, VA, 24523 Position Summary The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify...

  • Financial Interview Specialist

    5 days ago

    Lynchburg, VA, United States Horizon Behavioral Health Full time

    Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm Location: Bedford, VA, 24523 Position Summary The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify...

  • Disabled Veteran Outreach Program

    1 day ago

    Lynchburg, VA, United States Virginia Jobs Full time

    Title: Disabled Veteran Outreach Program (DVOP) Specialist State Role Title:Prog Admin Specialist I Hiring Range: $44,192 - $52,356 Pay Band: 4 Agency: Department of Workforce Development and Advancement Location:LYNCHBURG Agency Website:https://www.virginiaworks.virginia.gov Recruitment Type: General Public - G Job Duties Provides individualized career...

  • Disabled Veteran Outreach Program

    15 hours ago

    Lynchburg, VA, United States Virginia Jobs Full time

    Title: Disabled Veteran Outreach Program (DVOP) Specialist State Role Title:Prog Admin Specialist I Hiring Range: $44,192 - $52,356 Pay Band: 4 Agency: Department of Workforce Development and Advancement Location:LYNCHBURG Agency Website:https://www.virginiaworks.virginia.gov Recruitment Type: General Public - G Job Duties Provides individualized career...

  • Home Care Sales Specialist

    5 days ago

    Lynchburg, VA, United States Care Advantage Inc. Corporate Full time

    Job Description Job Description The Company: Enjoys an exceptional reputation, as a TOP WORKPLACE organization that has also been voted BEST IN HOMECARE, multiple times. Offering purpose-driven work and the opportunity to change the lives of seniors in our community, Care Advantage is already the largest home care company in the mid-Atlantic, and is growing...