Pittsburgh, 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 Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
Grove City, Pennsylvania, United States · On-site
Company :Allegheny Health NetworkJob Description : GENERAL OVERVIEW: Creates the first impression of Allegheny Health Network’s (AHN) services to patients, families, and other external customers upon arrival. Assume clin…
Skills: Patient Registration, Insurance Verification, Medical Scheduling, Payment Collection, Patient Identification
Benner Township, Pennsylvania, United States · Hybrid
$49k–$71k/yr
APPLICATION INSTRUCTIONS:CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally throu…
Skills: Invoicing, Budget Reporting, Financial Analysis, SIMBA GM, Grant Management
Collegeville, Pennsylvania, United States · On-site
At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these patients, and the surgeons…
Skills: Accounts Receivable, Collections, Data Entry, Organizational Skills, Communication
Pennsylvania, United States · Hybrid
Location: Work from home (Pennsylvania) Shift: Days (United States of America) Scheduled Weekly Hours: 40 Worker Type: Regular Exemption Status: Yes Job Summary: The Finance Partner Senior will provide strategic and oper…
Skills: Financial Forecasting, Capital Forecasting, Financial Modeling, Variance Analysis, Budgeting
Pittsburgh, Pennsylvania, United States · On-site
$112k–$229k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Change Management, Conflict Management, Crisis Management, Emerging Risks, Influencing Change
Philadelphia, Pennsylvania, United States · On-site
Develops and maintains accurate information on the Denials and Appeal for all third party payers as well as Medical Assistance Late Pick-up process to ensure appropriate reimbursement to TUH and Episcopal. Creates report…
Skills: Clinical Analysis, Appeals Management, Denials Management, Data Entry, Microsoft Excel
West Chillisquaque Township, Pennsylvania, United States · On-site
Float Position - Territory includes Montandon, Mifflinburg and Lewisburg Branch LocationsFull Time - 40 Hours Per WeekMonday through Saturday Availability Required. Role: A Member Service Representative's primary respons…
Skills: Cash Handling, Customer Service, Cross-selling, Financial Transactions, Problem Solving
Philadelphia, Pennsylvania, United States · Hybrid
Overview At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relation…
Skills: Business Valuation, Financial Modeling, ASC 805, Purchase Price Allocation, DCF
Pittsburgh, Pennsylvania, United States · On-site
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Client Services Associate Business Unit: Multiple Reports to: …
Skills: Customer Service, Written and Verbal Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Lebanon, Pennsylvania, United States · Remote OK
XS is a licensed fast-growing Multi-Asset CFD Broker, looking to hire a dynamic Operations Officer to join our team of experts! XS has received numerous awards such as the “BEST MULTI-ASSET BROKER – APAC” from the Trader…
Skills: Microsoft Excel, Analytical Skills, Problem Solving, English Communication, Interpersonal Skills
Scottsdale, Arizona, United States · Hybrid
Head of Digital Assets, Personal Wealth The Head of Digital Assets will lead Vanguard Personal Wealth's digital assets strategy, roadmap, and enterprise execution. Defines how Vanguard will evaluate, prioritize, develop,…
Skills: Digital Asset Strategy, Tokenization, Blockchain Infrastructure, Custody Models, Regulatory Compliance
Scranton, Pennsylvania, United States · On-site
Job DetailsJob Location: Scranton, PA 18503Position Type: Full TimeEducation Level: High SchoolJob Shift: DayJob Category: BankingWho We Are: Founded in 1902, we have grown to meet the expanding financial needs of the co…
Skills: Customer Service, Sales Support, Communication Skills, Relationship Building, Technical Adeptness
Exton, Pennsylvania, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer and Client Focus, Referral Identification, Risk Management
Harrisburg, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Cash Handling, Customer Service, Transaction Processing, Active Listening, Risk Management
Philadelphia, Pennsylvania, United States · On-site
$25/hr–$31/hr
SHIFT: Day (United States of America) Seeking Breakthrough Makers Children’s Hospital of Philadelphia (CHOP) offers countless ways to change lives. Our diverse community of more than 20,000 Breakthrough Makers will inspi…
Skills: Insurance Verification, Provider Relations, Medical Billing, Medicare Policies, Medicaid Policies
Wyomissing, Pennsylvania, United States · On-site
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring …
Skills: P&C Insurance Knowledge, Data Entry, Attention To Detail, Verbal Communication, Written Communication
Lower Merion Township, Pennsylvania, United States · Hybrid
$90k–$100k/yr
Established in 1993, CIBA Insurance Services offers a unique insurance program that has become the benchmark for providing commercial property owners and managers with broad commercial coverage for property and liability…
Skills: Commercial Property Adjusting, Xactimate, Coverage Analysis, Claims Management, TPA Knowledge
Manheim Township, Pennsylvania, United States · Hybrid
$24/hr–$41/hr
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are co…
Skills: ATM Technical Support, Hardware Troubleshooting, Vendor Management, Asset Management, Inventory Control
Bensalem Township, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer Relationship Management, Cash Handling, Financial Product Sales, Digital Banking Tools, Risk Management
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The Client Specialist provides operational support to Financial Advisors by coordinating client onboarding and managing account operations. They are responsible for maintaining CRM systems, handling client communications, and organizing client events to enhance business effectiveness.
Candidates need 2+ years of industry or administrative experience and must hold or obtain SIE, Series 7, and Series 66/63/65 licenses within 18 months. Proficiency in Microsoft Office and strong organizational and communication skills are required, with a bachelor's degree preferred.
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.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You’ll Make:
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.
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 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.
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.
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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
Based on 1549 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include PNC, Vanguard, BNY, First National Bank of Pennsylvania, Truist, among others. Browse the listings above to see every active employer.
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