CRT Client Specialist Training Program

Baird•Milwaukee, WI

About The Position

The Client Resource Team (CRT) Client Specialist Training Program is an 18-month program intended to prepare driven and adaptable individuals for work in the financial services industry. Participants train to become Client Specialists on Financial Advisor teams and to obtain the SIE, Series 7, and Series 66 licenses. Training emphasizes exceptional client service through operational support of the CRT Team and provides exposure to Private Wealth Management at Baird. After successful completion, Baird will work with associates to match them with a long-term Client Specialist position. Placement is not guaranteed and may require relocation to a Baird branch within the area where the associate is based.

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 Private Wealth Management technology platforms.
Attention to detail and accuracy.
Organization and ability to prioritize team workflow to meet goals on time.
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 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 client solutions.
Answer incoming phone calls and handle them appropriately.
May schedule client appointments and conference rooms.
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 client service models.
May coordinate seminars and client events, develop client lists, design materials and meeting content, and coordinate presentations.
May manage the team’s social media presence, including its website, LinkedIn, and X.
Initiate and complete transactions needed to service client accounts, including paperwork, correspondence, client requests, and special projects.
May enter security orders, including stocks, bonds, fixed income, options, annuities, and other investment vehicles, according to Financial Advisor instructions or client verbal direction.
May provide backup to other teams and the branch, and perform other duties and special projects as needed.