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Senior Client Specialist

Robert W. Baird -
Portland, ME

Apply Now

Job Details

$28.31 - $38.00 an hour
13 days ago

Benefits

Opportunities for advancement

Qualifications

Series 7
Securities Industry Essentials
Productivity software

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.

Portland, ME
Private Wealth Management
R2026843
On-Site

Apply Now

About the Role:

As a Senior Client Specialist at Baird, you’ll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations—leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You’ll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.

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:

5+ years of prior industry work experience.

Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.

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.

Detail oriented with an emphasis on accuracy.

Critical thinking and proactive problem solving skills.

Good analytical skills with ability to perform semi-advanced math.

Understanding of compliance regulations including the client complaint process and correspondence policies.

Bachelor’s degree preferred, not required.

Compensation and Benefits:

$28.31-$38.00 hourly rate.

Bonus potential up to 10.5% 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.

#LI-PWM2

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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.

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senior customer service representative jobs in westbrook, me

Senior Client Specialist

Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services

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I want to receive the latest job alert for senior customer service representative in westbrook, me

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