As a Client Specialist, you will provide client service, manage onboarding, support account operations, and assist Financial Advisors with client communications and events.

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.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.