CRT Client Specialist Training Program

Baird•Louisville, KY

About The Position

The Client Resource Team (CRT) Client Specialist Training Program is an 18-month program for driven, adaptable individuals seeking to enter the financial services industry. Participants receive training to become Client Specialists on Financial Advisor teams and are expected to obtain their SIE, Series 7, and Series 66 licenses during the program. Training emphasizes exceptional client service through operational support of the CRT Team and provides immersion in Private Wealth Management at Baird. Baird will work with associates who successfully complete the program to match them with a long-term Client Specialist position. A position is not guaranteed, and relocation to a branch within the associate’s area may be required.

Requirements

Excellent client or customer service skills.
Good verbal and written communication skills, including email, phone, and in-person interaction.
Strong technology aptitude and ability to adopt new tools.
Knowledge of Microsoft Office, including Word, Excel, and PowerPoint, and ability to learn and navigate Baird’s Private Wealth Management technology platforms.
Attention to detail and accuracy.
Organizational skills and consistent ability to prioritize team workflow to meet goals in a timely manner.
Good analytical and critical problem-solving skills.
High school diploma required.
Ability to study for and obtain the SIE Exam and Series 7 and Series 66 licenses within 18 months of hire; Baird provides and pays for training and resources.

Nice To Haves

Strong technology aptitude, including the ability to adopt AI-enabled solutions.
Associate or bachelor’s degree preferred, but not required.

Responsibilities

Coordinate client onboarding, including managing Financial Advisor prospect pipelines, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing ongoing communication and client service plans.
Learn about and partner with Baird’s Corporate Resource Groups to provide solutions to clients.
Answer incoming phone calls and handle them appropriately.
Schedule client appointments and/or conference rooms when needed.
Understand and ensure adherence to firm and financial industry regulatory policies.
Maintain Financial Advisor CRM systems and use them to manage client relationships through mailings, reporting, email tracking, and other functions, with the goal of implementing well-defined client service models.
Coordinate seminars and client events when needed, including developing client lists, designing materials and meeting content, and coordinating PowerPoint presentations.
Manage the team’s social media presence, including its website, LinkedIn, and X, when needed.
Initiate and complete transactions required to service client accounts, including paperwork, correspondence, client requests, and special projects.
Enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicles, according to Financial Advisor instructions or clients’ verbal directions, when needed.
Provide backup to other teams and the branch when necessary, and perform other duties and special projects as needed.
Study for and obtain the SIE, Series 7, and Series 66 licenses within 18 months of hire.