Client Assistant

777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Partner with Baird’s Corporate Resource Groups and be knowledgeable of the services they are able to provide FAs, CAs and clients providing the best outcome for clients and the firm. Answers all incoming Financial Advisors' phone calls and handles as appropriate. Initiates action and advises Financial Advisor of action taken. May contact potential clients with Financial Advisor’s direction to introduce products. May schedule client appointments and/or conference room for appointments. Stay current and understand firm policy and procedures in an ever changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed. Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed. Answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination.

Where is this job?

This job is located at 777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Job Qualifications

3+ years of prior industry and/or administrative work experience
Must hold or be willing to obtain Series 7/63/65 or 7/66 licensure within 12 months of employment.
Detail oriented with an emphasis on accuracy
Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro).

Required Skills

Time Management
Analytical skills
MS Excel
MS Word
Emotional intelligence

Soft Skills

Verbal communication
written communication
Attention to detail
Multitasking Skills
Adaptability
Problem Solving Skills

Compensation

According to JobzMall, the average salary range for a Client Assistant in 777 E Wisconsin Ave, Milwaukee, WI 53202, USA is $34,000-$51,000 per year. The salary range may vary depending on the employer and the experience of the candidate.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedApril 16th, 2021

Apply BeforeJuly 20th, 2025

This job posting is from a verified source.

Reposted

See an issue with this job? Report it to us