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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.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM maintenance, client communications, event coordination, transaction processing, and regulatory compliance support to drive advisor business.

Support a Financial Advisor by analyzing investments, preparing client reports, monitoring and implementing portfolio changes, conducting performance and trade reviews, creating asset allocation studies, and engaging clients to help grow the advisor's book.

Provide client-facing financial planning and investment guidance to Baird associates and their immediate families. Create customized annual plans, support meetings and implementation, lead educational conversations on retirement, debt, and benefits, assist with outreach and marketing, and support team documentation and follow-up.

Provide administrative and operational support to the Global Investment Banking team: complex diary management across time zones, meeting coordination, travel booking, expense processing, deal support/project assistance, event organisation, email correspondence, and collaborating with internal teams while maintaining strong client relationships and using AI tools to improve workflows.

The Client Specialist will coordinate client onboarding, manage communications, support account operations, and help organize client events, enhancing client experience and business effectiveness.

Support Financial Advisors by coordinating client onboarding, managing communications and CRM, preparing account paperwork, processing transactions, organizing client events, and ensuring regulatory compliance to deliver exceptional client service.

Support Financial Advisors and branch marketing with content creation, podcast and video production, social media and digital campaigns, photography, and multimedia editing. Coordinate content calendars, coach advisors during filming, ensure brand and compliance adherence, and participate in in-person production sessions as needed.

Provide high-touch administrative support to a London-based investment team: manage complex calendars, coordinate international travel and expenses, handle deal administration and Salesforce updates, plan events, prepare board materials and reports, ensure compliance with FCA rules, support onboarding, and deliver strong client-focused service on a fixed-term contract.

The Senior Client Specialist provides strategic client service to Financial Advisors, managing onboarding, communications, and business development opportunities while adhering to regulatory policies.