Job Description
About the Role:
As aClient Specialistat Baird,you’llplay a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.You’llbe 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 thisto learn more about the day in the life of our Client Assistants and Client Specialists!
The ImpactYou’llMake:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan ongoing communica...