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

Provide client service and operational support to Financial Advisors including onboarding coordination, CRM management, transaction processing, communications, event support, and proactive monitoring of client account opportunities.

As a Client Specialist, you'll provide operational support to Financial Advisors, handle client onboarding, and maintain effective communication and documentation, aiding in the growth of wealth management strategies.

Provide administrative and client-service support to an institutional sales team: manage scheduling, travel and logistics, maintain CRM and client records, prepare materials and interaction reports, coordinate internal stakeholders, process expense reports, handle communications, and support team events.

The Insurance Solutions Consultant collaborates with Financial Advisors to deliver insurance solutions, improve internal processes, and expand the insurance platform while ensuring compliance and managing client needs.

Own and evolve the SharePoint intranet, lead governance and content lifecycle, improve navigation and IA, train 150-200 content owners, deliver analytics and reporting (Power BI, Looker Studio, GA4), and support Optimizely CMS website content, SEO, and performance reviews to increase adoption and usability.

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

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.