Charlotte, North Carolina, United States · On-site
About the Role: Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet cli…
Skills: Customer Service, Administrative Support, Communication, Organization, CRM Management
Houston, Texas, United States · On-site
About the Role: The Marketing Assistant II supports both individual Financial Advisor practices and broader branch marketing initiatives through content creation, digital marketing, and multimedia production. This role w…
Skills: Content Creation, Digital Marketing, Multimedia Production, Podcast Production, Video Editing
Glasgow, 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 Onboarding, Account Operations, CRM Management, Financial Planning Support, Regulatory Compliance
Milwaukee, Wisconsin, United States · On-site
About the Role: The Private Wealth Management (PWM) Marketing Consultant serves as a strategic growth partner to Market Directors, Branch Leaders, Financial Advisors, and support staff across assigned markets and branche…
Skills: Strategic Marketing Planning, Consultative Selling, Project Management, Financial Services Marketing, Client Relationship Management
London, England, United Kingdom · On-site
About the Role: Join Baird as a Talent Acquisition Coordinator – Deliver an Exceptional Candidate Experience The Talent Acquisition Coordinator plays a pivotal role in shaping a seamless and high-quality candidate journe…
Skills: Interview Scheduling, Candidate Experience, Offer Pack Preparation, Background Screening, HR Operations
Anchorage, Alaska, United States · On-site
About the Role: As a Client Assistant 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 experien…
Skills: Client Onboarding, CRM Management, Financial Industry Regulation, Microsoft Office Suite, Client Relationship Management
Milwaukee, Wisconsin, United States · On-site
We are seeking a client service individual who is highly driven and successful at managing multiple priorities. This position supports a dynamic sales team. The environment is fast-paced and excellence is expected. Indiv…
Skills: Scheduling, Logistics Coordination, Calendar Management, CRM Maintenance, Client Relationship Management
Dallas, Texas, 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. …
Skills: Staff Supervision, Onboarding, Performance Management, Workflow Prioritization, Client Service
Milwaukee, Wisconsin, United States · Hybrid
About the Role: Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business develop…
Skills: Portfolio Management, Client Service, Investment Review, Business Development, Investment Policy Statement
Seattle, Washington, United States · Hybrid
$192k–$277k/yr
About the Role: Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business develop…
Skills: Portfolio Management, Client Service, Investment Review, Business Development, Fiduciary Principles
Tysons, Virginia, United States · Hybrid
$28/hr–$38/hr
About the Role: We are looking for a talented Administrative Assistant to support our Global Investment Banking team! Join us and find out why we have been a Fortune Best Place to Work since 2004! As an Administrative As…
Skills: Data Entry, Calendar Management, Travel Coordination, Expense Processing, Microsoft Office
Phoenix, Arizona, United States · On-site
About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to …
Skills: Financial Planning, Portfolio Management, Investment Analysis, Wealth Management, Client Relationship Management
Denver, Colorado, United States · On-site
$24/hr–$36/hr
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 Industry Compliance, Microsoft Office Suite
Chicago, Illinois, United States · On-site
About the Role: Join our Conference Services team to support the planning, coordination, and execution of high-level events for prominent clients. This role is ideal for an energetic, detail-oriented professional who thr…
Skills: Event Planning, Conference Services, Organization, Coordination
London, England, United Kingdom · Hybrid
About the Role: Join Baird’s Europe HR team as a Benefits & Payroll Advisor, supporting associates across our London and Frankfurt offices in a hybrid role (3 days per week in the office). In this position, you’ll play a…
Skills: Benefits Administration, Payroll Coordination, Pension Administration, Vendor Management, Data Validation
Milwaukee, Wisconsin, United States · On-site
About the Role: 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 secto…
Skills: Financial Modeling, Quantitative Analysis, Industry Research, Communication, Presentation Skills
Milwaukee, Wisconsin, United States · On-site
About the Role: Baird’s Equity Capital Markets group is comprised of more than 500 professionals specializing in research, institutional sales and trading, and investment banking. We deliver high-quality, objective resea…
Skills: Quantitative Analysis, Financial Research, Communication, Presentation Skills, Microsoft Excel
Frankfurt, Hesse, Germany · On-site
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: M&A, Financial Modeling, Company Valuations, Portfolio Management, Microsoft Excel
Milwaukee, Wisconsin, United States · On-site
About the Role: As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible, relations…
Skills: Client Service, Relationship Management, Account Setup, Compliance Standards, Problem Solving
Louisville, Kentucky, United States · On-site
About The Role: We are currently seeking a Business Process Analyst to join the Operations Strategic Support department. Our team provides process analysis and improvement solutions; utilizing technology like Appian (BPM…
Skills: Business Process Analysis, Business Analysis, BPMN 2.0, Six Sigma, DMAIC
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Manage client service and marketing functions for the branch, including CRM maintenance and social media strategy. Handle operational tasks such as processing deposits, managing mail, and coordinating office logistics.
Requires a high school diploma with a degree preferred and at least one year of customer service or administrative experience. Proficiency in Microsoft Office and the ability to handle professional client interactions are essential.
About the Role:
Be responsible for the client service & marketing functions of the branch 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.
This is a Part-Time role working 30 hours a week that includes benefits!
The Impact You’ll Make:
Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams.
Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc.
Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability.
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 assisting our teams in implementing well-defined client service models.
Collaborate with branch leadership to orchestra student worker and summer intern duties.
Process daily check deposits.
Maintain knowledge or compliance policies for internal associate inquiries.
Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries.
Plan, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking.
Sort, process and route incoming and outgoing mail.
Copy, fax, and file various materials as needed.
Log Compliance files. File paperwork such as wires and branch manager daily reports.
Perform other duties as assigned.
What You’ll Bring to Baird:
High school diploma required. Associates or Bachelor's degree preferred.
1+ years previous customer service or administrative experience; preferably in the financial services industry.
Excellent verbal communication skills; excellent telephone and client service skills.
Detail oriented. Critical thinking and proactive problem solving skills.
Good analytical skills with ability to perform semi-advanced math.
Ability to work independently with minimal supervision; ability to be flexible.
Ability to handle clients professionally and manage challenging situations.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner.
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
