Client Specialist
Oconomowoc, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
56 Baird Branch Manager Jobs Hiring Near You
Client Specialist
Oconomowoc, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Grand Rapids, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Grand Rapids, MI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Blue Bell, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Blue Bell, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Houston, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Houston, TX · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Pittsburgh, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Pittsburgh, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Chapel Hill, NC · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Chapel Hill, NC · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Evansville, IN · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Evansville, IN · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Oconomowoc, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Oconomowoc, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Wausau, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Wausau, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch, when necessary, as well as perform other ...
Client Specialist
Denver, CO · On-site
$27.54 - $36.67/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Denver, CO · On-site
$27.54 - $36.67/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Blue Bell, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Blue Bell, PA · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Madison, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Madison, WI · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Boulder, CO · On-site
$24.36 - $36.67/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Boulder, CO · On-site
$24.36 - $36.67/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
West Palm Beach, FL · On-site
... Baird's Corporate Resource Groups to provide the best wealth management solutions to clients ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
West Palm Beach, FL · On-site
... Baird's Corporate Resource Groups to provide the best wealth management solutions to clients ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Chapel Hill, NC · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Client Specialist
Chapel Hill, NC · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May also provide back-up to other teams and the branch when necessary, as well as perform other ...
Baird Jobs Information
Do workers at Baird get paid breaks?
Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
38% of people say they don’t get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Does Baird pay people when they’re sick?
Yes. Most people get paid when they’re sick.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Is the health insurance from Baird affordable enough for their workers?
Only some people say the health insurance costs are okay.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and February 2026.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and February 2026.
Do workers at Baird worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
Do Baird workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2025.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2025.
How easy is it to get time off at Baird?
Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
Do Baird managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
Do jobs at Baird spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
25% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
25% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
How easy is it to take sick days at Baird?
Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
Do people at Baird feel treated with respect by their managers?
Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and February 2026.
80% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird get to take their breaks without interruption?
Most people get breaks without interruption.
89% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and February 2026.
89% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and February 2026.
Is it stressful to work at Baird?
Most people feel stressed out here.
73% of people say they often feel stressed out at work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
73% of people say they often feel stressed out at work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird enjoy their jobs?
Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird recommend working with their team?
Only some people recommend working with their team.
45% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
45% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get enough training when they start at Baird?
Most people got enough training when they started.
82% of people report they got enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
82% of people report they got enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get support to advance at Baird?
Most people are given support to advance their career here.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people think Baird’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers feel well informed about how Baird is doing?
Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
What other companies are hiring for Branch Manager jobs?
What are the most popular jobs at Baird?
What are the most popular categories at Baird?
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-PWM3
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.
- 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-PWM3