Teams at Baird

As a Client Specialist, you'll coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.