Baird
Join to apply for the
Client Specialist
role at
Baird
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.
The Impact You’ll Make
Responsible for client onboarding coordination, including 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.
Answer all incoming phone calls and handle as appropriate, managing client needs where possible and advising 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, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), leveraging 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). Develop client lists, design material and seminar/meeting content, coordinate PowerPoint presentations and follow through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiate and complete all transactions required to fully service client accounts—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 provide back‑up to other teams and the branch when necessary, as well as perform other duties and special projects as needed.
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 (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.
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.
Compensation And Benefits
Hourly rate: $25.03–$37.54
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Opportunity to advance your career while enjoying comprehensive benefits designed for your life, career and future.
Seniority level Entry level
Employment type Full‑time
Job function Other
Referrals increase your chances of interviewing at Baird by 2x.
#J-18808-Ljbffr
Client Specialist
role at
Baird
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.
The Impact You’ll Make
Responsible for client onboarding coordination, including 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.
Answer all incoming phone calls and handle as appropriate, managing client needs where possible and advising 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, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), leveraging 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). Develop client lists, design material and seminar/meeting content, coordinate PowerPoint presentations and follow through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiate and complete all transactions required to fully service client accounts—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 provide back‑up to other teams and the branch when necessary, as well as perform other duties and special projects as needed.
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 (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.
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.
Compensation And Benefits
Hourly rate: $25.03–$37.54
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Opportunity to advance your career while enjoying comprehensive benefits designed for your life, career and future.
Seniority level Entry level
Employment type Full‑time
Job function Other
Referrals increase your chances of interviewing at Baird by 2x.
#J-18808-Ljbffr