Jobs at Baird

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

The Client Specialist coordinates onboarding, manages communications, supports account operations, and organizes client events, enhancing the client experience.

Lead and supervise a team of Executive Assistants supporting investment bankers. Manage hiring, performance reviews, coaching, training, process improvements, and day-to-day operations while ensuring quality and alignment with departmental goals. Hybrid role based in Chicago.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.