{"id":1760733,"url":"https://alion.io/job/rwbaird-corporate-senior-client-specialist","title":"Senior Client Specialist","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":8,"ghost_share":0,"stale_share":0.375,"repost_share":0,"time_to_fill_p50_days":44,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Portland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":28,"max":38,"currency":"USD","period":"hour","gross":null,"usd_annual":76000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-01T00:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-11-05T07:01:40Z","board_verified":true,"closed_at":null,"days_open":35,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":35},"description":"About the Role:\nAs 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.\nCheck out this video to learn more about the day in the life of our Senior Client Specialists!\nThe Impact You’ll Make:\nResponsible 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\nGain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients\nAnswers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken\nMay schedule client appointments and/or conference room for appointments\nAssemble/generate materials including paperwork and reports for client meetings\nUnderstand and ensure business adherence with firm and financial industry regulatory policies \nMay manage FA and Team’s social media presence (website, LinkedIn, X etc.)\nMaintain 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 \nMay 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\nSeek ways to enhance FA(s) business effectiveness and marketability\nInitiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed\nMay 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 \nMay also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary\nProactively 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\nWhat You’ll Bring to Baird:\n5+ years of prior industry work experience\nMust have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses\nStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred\nProficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms\nExcellent verbal and written communication skills\nDetail oriented with an emphasis on accuracy\nCritical thinking and proactive problem solving skills\nGood analytical skills with ability to perform semi-advanced math\nUnderstanding of compliance regulations including the client complaint process and correspondence policies\nBachelor’s degree preferred, not required\nCompensation and Benefits:\n$28.31-$38.00 hourly rate\nBonus potential up to 10.5% of base pay \nCompensation and bonus are commensurate with experience, performance and/or firm profitability \nCheck out our Total Rewards at Baird, which is a summary of our benefits and compensation\nBaird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.","description_format":"text","description_chars":4574,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth 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