Operations Coordinator

2+ years of prior industry and/or administrative experience.
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.
Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Good analytical and critical problem-solving skills
Recommend obtaining Series 7/63/65 licensure.

Support Financial Advisors in creating and implementing a client service model using CRM to ensure regular client touchpoints and deliver an exceptional client experience.
Work with Financial Advisors to build new business and enhance existing client relationships.
Act as a concierge and: design meeting content, coordinate presentations, prepare advisors for client meetings, and follow through with client contact.
Create, maintain, and organize electronic files for immediate access and retrieval.
Coordinate client onboarding, manage the prospect pipeline, and establish ongoing communication/client service plans.
Organize and coordinate seminars and client events.
Partner with the Wealth Center marketing specialist to drive business growth.
Collaborate with Baird’s Corporate Resource Groups to provide the best service and advice to clients.
Stay current on firm and industry policies and procedures, and articulate requirements to clients as needed.
Execute digital and social media strategies for Financial Advisors, including updates to websites and social media properties.
Gather data and submit applications for individual and team advisor recognition (Forbes, Barron’s, etc.).
Identify and implement process improvements to enhance operational efficiency.
Develop and streamline workflows to optimize team productivity.