As a Client Specialist, you will: 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 …
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Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: 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 …
As a Client Specialist, you will: 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 …
As a Branch Operations Assistant, you will: Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill Greet and direct incoming clients, …
Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training. The …