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Client Specialist
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Full-time
- Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners.
- Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states.
- 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.
- 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.
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