Client Specialist
Lexington, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Lexington, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Wausau, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Wausau, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Pittsburgh, PA · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Pittsburgh, PA · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Fort Wright, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Fort Wright, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Anchorage, AK · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Anchorage, AK · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Covington, KY · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Covington, KY · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Milwaukee, WI · On-site
Client Specialist As a Client Specialist, you will: * Be responsible for the client service and ... May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). * Maintain ...
Client Specialist
Milwaukee, WI · On-site
Client Specialist As a Client Specialist, you will: * Be responsible for the client service and ... May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). * Maintain ...
Client Specialist
Denver, CO · On-site
$27.54 - $36.67/hr
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Denver, CO · On-site
$27.54 - $36.67/hr
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Milwaukee, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Milwaukee, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Madison, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Madison, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Fort Wright, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Fort Wright, KY · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Blue Bell, PA · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Blue Bell, PA · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Wausau, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Wausau, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Madison, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Madison, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client ...
Client Specialist
Oconomowoc, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Oconomowoc, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Blue Bell, PA · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Blue Bell, PA · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Oconomowoc, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, etc.). * Maintain Client ...
Client Specialist
Oconomowoc, WI · On-site
Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering ... May manage FA and Team's social media presence (website, LinkedIn, etc.). * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Client Specialist
Scottsdale, AZ · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client ... May manage FA and Team's social media presence (website, LinkedIn, X, etc.) * Maintain Client ...
Fa Specialist information
See salary details
$20.5K - $27.5K
5% of jobs
$27.5K - $34.4K
9% of jobs
$38.4K is the 25th percentile. Wages below this are outliers.
$34.4K - $41.4K
18% of jobs
The median wage is $48.1K / yr.
$41.4K - $48.3K
18% of jobs
$48.3K - $55.3K
14% of jobs
$59.7K is the 75th percentile. Wages above this are outliers.
$55.3K - $62.2K
17% of jobs
$62.2K - $69.2K
5% of jobs
$69.2K - $76.1K
5% of jobs
$76.1K - $83.1K
3% of jobs
$83.1K - $90K
3% of jobs
$90K - $97K
2% of jobs
$20.5K
$53.9K
$97K
How much do fa specialist jobs pay per year?
As of Sep 9, 2026, the average yearly pay for fa specialist in the United States is $53,925.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $60,500.00 per year, depending on experience, location, and employer.
What is an FA Specialist?
An FA Specialist, or Financial Aid Specialist, is a professional who assists students and their families in navigating the financial aid process for educational institutions. They help determine eligibility for various types of aid, such as grants, loans, and scholarships, and guide applicants through the necessary paperwork and compliance requirements. FA Specialists often work in colleges, universities, or educational organizations, ensuring that students receive the financial support they need to pursue their education.
What are the key skills and qualifications needed to thrive as an FA Specialist, and why are they important?
To thrive as an FA (Financial Aid) Specialist, you need a strong understanding of federal and state financial aid regulations, attention to detail, and experience with financial aid processes, usually backed by a degree in a relevant field. Familiarity with financial aid management systems like Banner or PowerFAIDS, and certifications such as NASFAA credentials, are commonly required. Outstanding customer service, problem-solving skills, and the ability to communicate complex information clearly help you stand out in this role. These skills are crucial for ensuring compliance, supporting students effectively, and maintaining the integrity of the financial aid process.
What are some typical challenges faced by FA Specialists when ensuring compliance with financial regulations?
FA Specialists often encounter challenges in staying updated with rapidly changing financial regulations and ensuring all documentation meets compliance standards. They must carefully manage large volumes of sensitive data while adhering to strict confidentiality requirements. Additionally, FA Specialists frequently coordinate with multiple departments to gather necessary information, which requires strong communication and organizational skills to avoid delays or errors. Proactively seeking ongoing training and leveraging compliance management tools can help overcome these challenges.
What states have the most Fa Specialist jobs?
States with the most job openings for Fa Specialist jobs include:
What are popular job titles related to Fa Specialist jobs?
For Fa Specialist jobs, the most frequently searched job titles are:
Baird rating
8.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
What You'll Bring to Baird:
#LI-PWM7
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
- 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
- Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
- May schedule client appointments and/or conference room for appointments
- Assemble/generate materials including paperwork and reports for client meetings
- Understand and ensure business adherence with firm and financial industry regulatory policies
- May manage FA and Team's social media presence (website, LinkedIn, X, etc.)
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
- Seek ways to enhance FA(s) business effectiveness and marketability
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities
What You'll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
- Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy
- Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
- Good analytical and critical problem-solving skills
- Bachelor's degree preferred, not required
#LI-PWM7