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As a Client Specialist, you will provide client service and operational support to Financial Advisors, manage client onboarding, handle communications, and assist in organizing client events while adhering to regulatory policies.

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.

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.

The Payroll Tax Analyst processes multi-jurisdiction payrolls, handles payroll tax inquiries, updates tax changes, reconciles accounts, and contributes to projects and improvements in payroll tax processes.

The Salesforce Platform Engineer will develop and maintain Salesforce solutions, manage user access, automate processes, and implement integrations while collaborating with business teams to meet requirements.

The Associate Financial Advisor partners with advisors to service high-net-worth clients, focusing on financial planning and investment research while ensuring high-quality client service.

Provide expert support for Baird Online by troubleshooting client issues, documenting and tracking tickets, escalating incidents, maintaining knowledge resources, training new team members, and partnering with product and technology teams to improve processes and rollout features.

Lead process discovery, model current and future-state processes (BPMN/DMN), analyze gaps, apply Lean/Six Sigma methods, manage change and stakeholders, document process artifacts in Signavio, measure KPIs, and drive process improvement initiatives to meet strategic objectives.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.

The Client Specialist coordinates client onboarding, manages communications, supports account operations, and organizes client events, enhancing the overall client experience and assisting Financial Advisors.