Louisville, Kentucky, United States · On-site
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 experie…
Skills: Client service, Operational support, Account management, Onboarding coordination, CRM management
Milwaukee, Wisconsin, United States · On-site
The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high‑net‑worth and institutional clients served by Baird’s Private Asset Management (PAM) team. This individual supports …
Skills: Client Service, Account Management, CRM, Microsoft Office, Communication
Chicago, Illinois, United States · Hybrid
$25/hr–$33/hr
About the Role: Join Baird's Global Investment Banking (GIB) team as a Knowledge Services Operations Assistant, where you'll play a key role in helping investment bankers access the research, market intelligence, and dat…
Skills: Excel, Microsoft Office, Data management, Research support, Knowledge management
Cedar Rapids, Iowa, United States · On-site
About the Role: The Branch Administrative Supervisor (BAS) is primarily responsible for supervising the work of the branch support staff, including onboarding, training, development and ongoing associate communication. T…
Skills: Supervision, Team Leadership, Performance Management, Onboarding, Training
Milwaukee, Wisconsin, United States · Hybrid
About the Role: As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experie…
Skills: Financial consulting, Coaching, Succession planning, Workshop facilitation, Critical thinking
Milwaukee, Wisconsin, United States · Hybrid
About the Role: We are seeking a detail-oriented and collaborative compliance professional to join our Corporate Compliance team. In this role, you will oversee key compliance processes related to associate training, reg…
Skills: Regulatory Compliance, FINRA Regulations, SEC Regulations, Risk Identification, Workflow Management
Owensboro, Kentucky, United States · On-site
About the Role: As a Student Worker, you will support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation and performance reports. You'll be a point of contact for client …
Skills: Customer service, Telephone etiquette, Research, Microsoft Office, Administrative support
Milwaukee, Wisconsin, United States · On-site
About the Role: We’re looking for a collaborative and solutions-oriented professional with deep expertise in annuity and insurance supervision, regulatory requirements and risk management. In this role, you’ll review ann…
Skills: Annuity Supervision, Insurance Supervision, Risk Management, Regulatory Compliance, Transaction Suitability
Milwaukee, Wisconsin, United States · Hybrid
About the Role As a Human Resources (HR) Operations Specialist, you’ll be the first point of contact for associates seeking support with HR services, policies, and procedures—via our case management system and phone. You…
Skills: HR Operations, Customer Service, Case Management, Workday, Data Integrity
Franklin, Tennessee, United States · On-site
About the Role: As a Student Worker, you will support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation and performance reports. You'll be a point of contact for client …
Skills: Customer service, Telephone etiquette, Research, Data entry, Microsoft Office
Milwaukee, Wisconsin, United States · On-site
About the Role: Baird’s Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team pr…
Skills: Financial Planning, Investment Consulting, Client Relationship Management, Debt Management, Retirement Planning
Milwaukee, Wisconsin, United States · Hybrid
About the Role: As an IT Business Analyst at Baird, you will play a highly visible, impactful role at the intersection of business and technology, helping shape solutions that drive meaningful outcomes across the firm. W…
Skills: Business Analysis, SQL, Requirements Gathering, User Stories, Data Modeling
Portland, Maine, United States · On-site
$28/hr–$38/hr
About the Role: As a Senior Client Specialist at Baird, you’ll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily oper…
Skills: Client service, Wealth management, Account management, Financial advisory support, CRM management
Wexford, Pennsylvania, United States · On-site
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 experie…
Skills: Client service, Operational support, Account management, Social media strategy, Event coordination
Oconomowoc, Wisconsin, United States · On-site
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 experie…
Skills: Client service, Operational support, Account management, Client onboarding, Proposal generation
Anchorage, Alaska, United States · On-site
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 experie…
Skills: Client service, Operational support, Account management, Onboarding coordination, Communication
Chapel Hill, North Carolina, United States · On-site
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 experie…
Skills: Client Service, Account Operations, Onboarding Coordination, Proposal Generation, CRM Management
London, England, United Kingdom · Hybrid
About the Role: At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Ban…
Skills: Financial Modeling, Valuation, M&A Execution, Data Analysis, Market Research
Milwaukee, Wisconsin, United States · On-site
Baird’s Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors where our cli…
Skills: Financial Modeling, Quantitative Analysis, Equity Research, Industry Analysis, Communication Skills
Grand Rapids, Michigan, United States · On-site
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 experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Planning Support, Regulatory Compliance
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The Client Specialist provides operational support and client service to Financial Advisors, including managing onboarding, account operations, and client communications. They also assist in organizing client events, maintaining CRM systems, and ensuring adherence to regulatory policies.
Candidates must have at least 2 years of industry or administrative experience and possess or be willing to obtain SIE, Series 7, and Series 66/63/65 licenses. Proficiency in Microsoft Office and strong organizational and communication skills are required, with a bachelor's degree preferred.
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.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
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 to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises 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), 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.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. 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 also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
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. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.
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 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
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.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
