Client Specialist

210 University Blvd, Denver, CO 80206, 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. May schedule client appointments and/or conference room for appointments. May manage the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc. Maintain FA website, including periodic review calls with the provider. Prepare and present content ideas to FA. Seek ways to enhance FA(s) business effectiveness and marketability. Develop prospecting material/ book of services offered.

Where is this job?

This job is located at 210 University Blvd, Denver, CO 80206, USA

Job Qualifications

5-9 years of prior industry and/or administrative work experience
Must be SIE and Series 7/63/65 or 7/66 licensed
Strong work ethic, 90% of your day is spent actively working on FA/Client requests

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 Specialist in 210 University Blvd, Denver, CO 80206, USA is $36,717 to $63,636. This range is based on the salaries for Client Specialists in the area, as reported by employers and employees.

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 BeforeJune 9th, 2026

This job posting is from a verified source.

Reposted

See an issue with this job? Report it to us