Client Specialist - Remote

Overview

As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to Financial Advisors, enhancing the client experience through various tasks.

In Short

• Coordinate client onboarding and manage communications.
• Support account operations and organize client events.
• Maintain the Client Relationship Management (CRM) system.
• Answer incoming calls and manage client needs.
• Assist with proposal generation and account paperwork.
• Understand and ensure compliance with industry regulations.
• Review investment opportunities and notify Financial Advisors.
• Develop client lists and design seminar materials.
• Proficient in Microsoft Office suite.
• Detail-oriented with strong organizational skills.

Requirements

• 2+ years of prior industry or administrative experience.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses preferred.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Detail-oriented with an emphasis on accuracy.
• Ability to prioritize workflow effectively.
• Maintains client confidentiality.
• Bachelor’s degree preferred.

Benefits

• Training and resources provided for licensing.
• Employee-owned company with a commitment to diversity.
• Recognized as a great place to work since 2004.
• Focus on inclusion and community engagement.