Client Specialist Training Program

550 Bailey Ave, Fort Worth, TX 76107, USA

Full-TimeDepends on ExperienceEntry LevelAssociate

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.

Where is this job?

This job is located at 550 Bailey Ave, Fort Worth, TX 76107, USA

Job Qualifications

Must obtain SIE, Series 7/63/65 or 7/66 licensure within 6-12 months of employment.
Detail oriented with an emphasis on accuracy. Critical thinking and proactive problem solving skills.
Understands compliance regulations including the client complaint process and correspondence policies.
Maintains client confidentiality in all situations.
Bachelor’s degree preferred.

Required Skills

MS Word
Time Management Skills
MS Excel skills
Good analytical skills
PowerPoint presentation skills

Soft Skills

Driven and self-motivated
Prioritizing skills
Adaptability
Problem-solving and resourcefulness
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker

Compensation

According to JobzMall, the average salary range for a Client Specialist Training Program in 550 Bailey Ave, Fort Worth, TX 76107, USA is $42,900 to $52,000 per year. This range is based on salaries reported by real employees to JobzMall. The salary range may vary depending on the company, job title, and experience level.

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 PostedSeptember 12th, 2022

Apply BeforeJune 9th, 2026

This job posting is from a verified source.

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