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Provide client service and operational support to financial advisors: coordinate onboarding, maintain CRM, handle communications and transactions, prepare account paperwork and proposals, support events and social media, and ensure regulatory compliance. Pursue required securities licensure.

The Client Assistant at Baird provides operational support to Financial Advisors, including client onboarding, managing communications, and organizing client events, aiming to enhance client experience and business success.

As a Client Specialist, you'll coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors.

Provide high-quality client service and operational support to Financial Advisors, coordinating onboarding, managing communications and CRM, preparing account paperwork and meeting materials, processing client transactions, supporting events and social media, ensuring compliance, and proactively identifying investment opportunities to support advisor business growth.

Support Financial Advisors by creating financial plan drafts and analyses, conducting research for client questions, providing education and project support, and completing CFP prerequisites and securities licensing exams to transition into a Financial Advisor role.

Support a Financial Advisor/team by developing and delivering customized financial plans, performing investment and portfolio analysis, connecting with next-generation clients, assisting implementation and marketing, tracking planning-related revenues, and serving as a planning specialist to drive client growth and close opportunities.

Support Financial Advisors by coordinating client onboarding, managing CRM and high-touch communications, preparing account paperwork and proposals, executing transactions, organizing events, and ensuring regulatory compliance. Identify growth opportunities to drive advisor business and provide backup support across branch functions.

Review annuity and insurance transactions for suitability, documentation completeness, and regulatory compliance; escalate complex or high-risk matters; advise and partner with advisors and branch teams; document supervisory decisions; identify trends and recommend process or training improvements; participate in testing, training, and special projects.

Provide client service and operational support to Financial Advisors, including onboarding, account maintenance, CRM management, communications, meeting/material preparation, regulatory compliance, transaction processing support, and organizing client events to enhance advisor productivity and client experience.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.