Client Specialist

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  "list_job": {
    "title": "Client Specialist",
    "postedOn": "Posted 17 Days Ago",
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    "id": "458425b552dc100162d90c7cdc530000",
    "title": "Client Specialist",
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      "descriptor": "United States of America"
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    "jobReqId": "R2026609",
    "location": "KY-Bowling Green",
    "postedOn": "Posted 17 Days Ago",
    "timeType": "Full time",
    "startDate": "2026-05-20",
    "remoteType": "On-Site",
    "externalUrl": "https://wd1.myworkdaysite.com/recruiting/baird/Careers/job/KY-Bowling-Green/Client-Specialist_R2026609-1",
    "jobPostingId": "Client-Specialist_R2026609-1",
    "jobDescription": "<div><div><p><b><span>About the Role:</span></b><span><span> </span></span><span><span> </span></span><span> </span></p></div><div><p><span><span>As a Client</span><span><span> </span>Specialist</span><span> at Baird,<span> </span></span><span>you’ll</span><span><span> </span>play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. </span><span>You’ll</span><span><span> </span>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.</span></span><span> </span></p><p></p></div><div><p><span><span>Check out this<span> </span></span></span><a href=\"https://youtu.be/8w2ki0IM_a8?si&#61;ms8m-gzM2llH8SxP\" target=\"_blank\"><u><span>video</span></u></a><span><span><span> </span>to learn more about the day in the life of our Client Assistants and Client Specialists! </span></span><span> </span></p><p></p></div><div><p><b><span>The Impact<span> </span></span><span>You’ll</span><span><span> </span>Make:</span></b><span> </span></p></div><div><ul><li><p><span><span>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,<span> </span></span><span>assisting</span><span><span> </span>with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to<span> </span></span><span>Baird</span><span><span> </span>and<span> </span></span><span>establishing</span><span><span> </span>an ongoing communication/client service plan.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Gain knowledge of and<span> </span></span><span>leverage</span><span><span> </span></span><span>partnership</span><span><span> </span>with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Answers</span><span><span> </span>all incoming phone calls and handles as<span> </span></span><span>appropriate</span><span>. Manages client needs where possible and<span> </span></span><span>advises</span><span><span> </span>Financial Advisor of action taken. </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>May schedule client appointments and/or conference<span> </span></span><span>room for</span><span><span> </span>appointments.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Assemble/generate materials including paperwork and reports for client meetings.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Understand and ensure business adherence with firm and financial industry regulatory policies. </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>May manage FA and Team’s social media presence (website, LinkedIn,<span> </span></span><span>X</span><span>, etc.).</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as<span> </span></span><span>leverage</span><span><span> </span>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.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>May organize and coordinate seminars and client events<span> </span></span><span>at</span><span><span> </span>the direction of Financial Advisor(s).  Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Seek ways to enhance FA(s) business effectiveness and marketability.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Initiates and completes all transactions<span> </span></span><span>required</span><span><span> </span>to fully service client accounts<span> </span></span><span>i.e.</span><span><span> </span>paperwork, correspondence, client request<span> </span></span><span>fulfillment</span><span><span> </span>and special projects as needed.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>May enter security orders including stocks, bonds, fixed income, options,<span> </span></span><span>annuities</span><span><span> </span>and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>May also provide back-up to other teams and the<span> </span></span><span>branch</span><span><span> </span>when necessary, as well as perform other duties and special<span> </span></span><span>projects</span><span><span> </span>as necessary.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proactively review investment opportunities<span> </span></span><span>on a daily basis</span><span><span> </span>&amp; notify Financial Advisor(s) to<span> </span></span><span>take action</span><span><span> </span>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.</span></span><span> </span></p></li></ul></div><div><p></p><p><b><span>What<span> </span></span><span>You’ll</span><span><span> </span>Bring to Baird:</span></b><span> </span></p></div><div><ul><li><p><span><span>2&#43; years of prior industry and/or administrative work experience.</span></span><span> </span></p></li></ul></div></div><div><div><ul><li><p><span><span>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<span> </span></span><span>18 months</span><span><span> </span>of hire. Training and resources to be provided and paid for by Baird. If not fully licensed,<span> </span></span><span>title</span><span><span> </span>will be Client Assistant.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Detail oriented with an emphasis on accuracy.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals<span> </span></span><span>in a timely manner</span><span>.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Understands compliance regulations and correspondence policies.  Maintains client confidentiality in all situations.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Good analytical and critical problem-solving skills.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Bachelor’s degree preferred, not<span> </span></span><span>required</span><span>.</span></span><span> </span></p></li></ul></div></div><p></p><p></p><p>#LI-PWM5</p><p><i><span>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.</span> </i></p>",
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