Online Remote Jobs Baird Full Time WFH
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Baird
Description:
Online Remote Jobs Baird Full Time WFH
Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.
Responsible 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.
Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).
Maintain 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.
May 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.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May 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.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively 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.
Online Remote Jobs Baird Full Time WFH
What makes this opportunity great:
Flexible work-life balance is promoted.
Fast paced environment that will enable you to grow as a professional.
Team 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 partnership.
A 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 work experience.
Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird.
Focus on excellent client service.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills — consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor’s degree preferred, not required.
Online Remote Jobs Baird Full Time WFH
About the Baird Company :
Baird is a prominent American multinational independent investment firm and financial services company. Founded in 1919, the firm has grown significantly to offer a diverse range of services to individuals, corporations, institutional investors, and municipalities.
Core Business Areas
Baird operates across several key business segments:
Private Wealth Management: The firm provides comprehensive wealth management services, including investment planning, portfolio management, and estate planning.
Asset Management: Baird offers a range of investment products, such as mutual funds and separately managed accounts, to meet the diverse needs of investors.
Global Investment Banking: The firm provides advisory services on mergers and acquisitions, capital markets transactions, and debt financing.
Capital Markets: Baird assists clients with raising capital through equity and debt offerings.
Private Equity: Baird invests in growth-oriented companies through its private equity platform, Baird Capital.
A Culture of Independence and Client Focus
Baird’s success is built on a foundation of independence and a strong commitment to client service. As an employee-owned firm, Baird fosters a long-term perspective and aligns the interests of its employees with those of its clients. The company emphasizes a collaborative approach and seeks to build enduring relationships with its clients.
Geographic Reach and Growth
While headquartered in Milwaukee, Wisconsin, Baird has a significant presence across the United States and operates offices in several international locations. The firm’s geographic expansion has enabled it to serve a broader client base and capture opportunities in different markets.
Challenges and Opportunities
The financial services industry is highly competitive, and Baird faces challenges such as regulatory changes, economic fluctuations, and technological advancements. However, the firm also benefits from several growth opportunities. The increasing wealth of individuals, the growing complexity of financial markets, and the demand for specialized investment services create favorable conditions for Baird’s business.
The Road Ahead
Baird’s future success depends on its ability to adapt to changing market conditions, innovate its product offerings, and attract and retain top talent. By leveraging its strong brand, deep industry expertise, and client-centric approach, the firm is well-positioned to continue its growth and maintain its leadership position in the financial services industry.
Online Remote Jobs Baird Full Time WFH