Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Check out this to learn more about our Private Wealth Management business.

As an Operations Coordinator, you will:

 

Be responsible for providing the highest level of support and service in meeting the day-to-day operational, client service, marketing and business development needs of a Financial Advisor Group in a Baird branch office.

 Support Financial Advisors in creating and implementing a client service model using CRM to ensure regular client touchpoints and deliver an exceptional client experience.Work with Financial Advisors to build new business and enhance existing client relationships.Act as a concierge and: design meeting content, coordinate presentations, prepare advisors for client meetings, and follow through with client contact.Create, maintain, and organize electronic files for immediate access and retrieval.Coordinate client onboarding, manage the prospect pipeline, and establish ongoing communication/client service plans.Organize and coordinate seminars and client events.Partner with the Wealth Center marketing specialist to drive business growth.Collaborate with Baird’s Corporate Resource Groups to provide the best service and advice to clients.Stay current on firm and industry policies and procedures, and articulate requirements to clients as needed.Execute digital and social media strategies for Financial Advisors, including updates to websites and social media properties.Gather data and submit applications for individual and team advisor recognition (Forbes, Barron’s, etc.)Identify and implement process improvements to enhance operational efficiency.Develop and streamline workflows to optimize team productivity.

 

What makes this opportunity great:

Flexible work-life balance is promoted.Fast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and work.Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnershipA strong, stable employee-owned firm recognized as a great place to work since 2004.Baird provides significant technology training, plus extensive one-on-one training and support

 

What we look for:

2+ years of prior industry and/or administrative experience. Focus on excellent client service.Bachelor’s degree preferred; not required.Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.Detail oriented with an emphasis on accuracy.Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.Good analytical and critical problem-solving skillsRecommend obtaining Series 7/63/65 licensure.

Compensation information:

$25.03 - $32.98 per hour.Bonus potential up to 8.5% of base pay.Compensation and bonus are commensurate with experience, performance and/or firm profitabilityCheck out our , which is a summary of our benefits and compensation

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .