Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client ...
Client Assistant
Ann Arbor, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client ...
Create and maintain documentation on data sources, reporting logic, processes, and user guidance materials * Assist with additional Wealth Management data, reporting, and technology projects, as ...
Create and maintain documentation on data sources, reporting logic, processes, and user guidance materials * Assist with additional Wealth Management data, reporting, and technology projects, as ...
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... wealth manager through licensing and employment. Role Highlights Client Engagement: Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... wealth manager through licensing and employment. Role Highlights Client Engagement: Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... career in wealth management • Commissions and Bonus: In addition to Stable Pay, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... career in wealth management • Commissions and Bonus: In addition to Stable Pay, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Benefit from the training and guidance of a local Vice President who will assist you throughout ... wealth management * Commissions and Bonus : In addition to an annual salary, financial ...
Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Server Assistant
Troy, MI · On-site
... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Server Assistant
Troy, MI · On-site
... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...
Wealth Assistant information
What qualifications do I need to work in wealth management?
Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.
What are the key skills and qualifications needed to thrive as a wealth assistant?
To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.
What is a wealth assistant?
A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.
What does a wealth assistant do?
A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.
What are the most commonly searched types of Wealth jobs in Michigan? The most popular types of Wealth jobs in Michigan are:
What are popular job titles related to Wealth Assistant jobs in Michigan? For Wealth Assistant jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Wealth Assistant jobs in Michigan look for? The top searched job categories for Wealth Assistant jobs in Michigan are:
What cities in Michigan are hiring for Wealth Assistant jobs? Cities in Michigan with the most Wealth Assistant job openings:
Baird rating
8.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
About the Role:
As a Client Assistant 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-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
As a Client Assistant 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.
- May schedule client appointments and/or conference room for appointments.
- Understand and ensure business adherence with firm and financial industry regulatory policies.
- 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.
- May manage FA and Team's social media presence (website, LinkedIn,X, etc.).
- 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 daily & 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 relevant work experience.
- Focus on excellent client service.
- Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
- Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
- Detail oriented with an emphasis on accuracy.
- Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
- Good analytical and critical problem-solving skills.
- Bachelor's degree preferred; not required
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.