Teams at Baird

Provides client service and operational support to Financial Advisors by coordinating onboarding, preparing account paperwork, maintaining CRM records, handling client requests and transactions, organizing meetings and events, monitoring investment opportunities, and ensuring regulatory compliance. The role also supports communications, reporting, social media, fixed annuity servicing, and special projects while maintaining confidentiality and accuracy.

Provide client service and operational support to one or more Financial Advisors: coordinate onboarding, manage prospect pipeline, prepare account paperwork, maintain CRM, assemble client meeting materials, handle inbound calls and transactions, support compliance, assist marketing/social media and events, and proactively identify investment opportunities to drive advisor business.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include client onboarding, account opening, transaction processing, communications, CRM maintenance, meeting and event coordination, regulatory compliance, client material preparation, and monitoring investment opportunities. The role also handles phone inquiries, supports social media and marketing activities, and completes client requests and special projects.