Teams at Baird

Provides client service and operational support to Financial Advisors in private wealth management. Coordinates client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, appointments, and client events. Handles calls, supports regulatory adherence, reviews investment opportunities, and assists with marketing and social media activities. The role requires strong organization, communication, technology, analytical, and problem-solving skills, plus completion of securities licensing exams within 18 months.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, managing CRM records, handling client communications, processing transactions, organizing meetings and events, and monitoring investment opportunities. The role also ensures regulatory compliance, supports marketing and social media activities, and provides operational assistance to wealth management teams. Securities licenses are required or must be obtained within 18 months.

Partners with Financial Advisors to deliver wealth management client service, coordinate onboarding, manage account transactions, maintain CRM systems, support regulatory compliance, and handle high-touch communications. The role also supports business development through client events, marketing materials, social media, investment opportunity monitoring, and process improvements. Responsibilities include preparing reports and paperwork, entering securities orders, coordinating appointments, and enhancing advisor effectiveness.