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Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare paperwork and reports, execute transactions per advisor instructions, support compliance, organize client events and marketing, monitor investment opportunities, and back up branch teams as needed.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, place transactions as directed, organize client events, ensure regulatory compliance, and support advisor business development.

Provide industry and company coverage for a 15+ stock group alongside a Senior Analyst: build financial models, conduct field research, write and distribute reports, engage with company management and institutional clients, and support sales and trading. Attend conferences and help develop client relationships.

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

The Client Specialist is responsible for client onboarding, account management, coordinating communications, organizing client events, and ensuring compliance with regulatory policies.

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.

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.