Client Assistant at Baird

Sarasota, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Mar, 26

Salary

0.0

Posted On

21 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Communication, Organization, Detail Orientation, Analytical Skills, Problem Solving, Microsoft Office, CRM Management, Event Coordination, Team Collaboration, Financial Knowledge, Time Management, Social Media Management, Proposal Generation, Client Onboarding, Investment Knowledge

Industry

Financial Services

Description

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 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. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. 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. May manage FA and Team’s social media presence (website, LinkedIn,X, etc.). 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 daily & 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 relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor’s degree preferred; not required #LI-PWM3 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Responsibilities

The Client Assistant is responsible for coordinating client onboarding, managing communications, and supporting account operations for Financial Advisors. They also assist in organizing client events and maintaining the CRM system to enhance client relationships.