Top 1422 Client advisor Jobs in Greenbrae, Ca

Client Specialist
Robert W. Baird —Mill Valley, CA
- $27.70 - $41.70 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
California Workers' Compensation Defense Attorney
The Law Offices of Richard K. Green, A.P.C. —California
- $100,000 - $225,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Under 1 year
- Health savings account
- Paid holidays
Quick Apply
7d
Caregiver
CareLinx by Sharecare —San Francisco, CA
- Part-time
- Background check
- Writing skills
- English
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Attorney | Estate Planning | Hybrid | 148933
Mission Recruiting —San Rafael, CA
- $130,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Commuter assistance
- Health savings account
Quick Apply
4d
Automotive Sales Consultants
Volvo Cars Marin —San Rafael, CA
- $60,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
3d
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
12d
Real Estate Development Manager
Rivercrest Partners —San Francisco Bay Area, CA
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Manager, Services Consulting
Braze —San Francisco, CA
- $136,800 - $256,000 a year
- Office
- Travel
- Mentoring
- Paid parental leave
- Health insurance
Quick Apply
Financial Advisor
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Sales Advisor Seeking Former Educator/Coach
Northwestern Mutual - San Francisco —San Francisco, CA
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school
- Office
- Health insurance
- Dental insurance
Quick Apply
Principal Engineer – Site Investigation and Remediation
Goodwin Recruiting —Pleasant Hill, CA
- $170,000 - $200,000 a year
- Full-time
- 11+ years
- Mentoring
- Recruiting
Quick Apply
Financial Services Professional
New York Life —San Francisco, CA
- $96,100 - $185,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —San Francisco, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Specialist / Senior Specialist, Consulting Programs
Bain & Co. —San Francisco, CA
- $105,500 - $126,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Office
- Wellness program
- Paid holidays
Quick Apply
Financial Advisor II
Patelco Credit Union —San Francisco, CA
- $32.50 an hour
- Full-time
- 5 years
- Computer literacy
- Basic math
- Paid holidays
- Health insurance

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client advisor jobs near greenbrae, ca

Client Specialist

Robert W. Baird -
Mill Valley, CA

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Job Details

$27.70 - $41.70 an hour

Benefits

Opportunities for advancement

Qualifications

LinkedIn
Report preparation
Investment advisory support
Website management
Correspondence management
Sales proposal development
Financial services customer support
Microsoft Excel
Customer relationship building
Account maintenance
Financial transaction processing
Phone communication
Operations coordination
Regulatory compliance
Series 66
Mid-level
Administrative experience
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Investment client management
Bonds
Client services
Securities Industry Essentials
Industry knowledge of financial regulations
Investment account customer support
Organizational skills
Prospecting

Full Job Description

In a vital branch support role, you’ll partner with Financial Advisor and team members to ensure clients – whether local or remote – come first and achieve their long-term goals.

Mill Valley, CA
Private Wealth Management
R2026536
On-Site

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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.

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.

Compensation and Benefits:

$27.70-$41.70 hourly rate
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

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More About Our Firm

The Baird Way

What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.

Our Multicultural Community Conference

This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.

Honored to be a Best Place to Work

More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.

Apply Now

Refine Your Search

client advisor jobs in greenbrae, ca

Client Specialist

California Workers' Compensation Defense Attorney

Caregiver

Sr Client Advisor - Commercial Lines

Sr Client Advisor - Commercial Lines

Financial Advisor

Senior Private Banker

Attorney | Estate Planning | Hybrid | 148933

Automotive Sales Consultants

Client Advisor

Real Estate Development Manager

Client Services Officer - WMT (Wealth Management)

Manager, Services Consulting

Financial Advisor

Sales Advisor Seeking Former Educator/Coach

Principal Engineer – Site Investigation and Remediation

Financial Services Professional

Financial Advisor

Specialist / Senior Specialist, Consulting Programs

Financial Advisor II

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