Tuesday, May 10, 2011

Scottsdale, AZ Career Opportunity at Baird

Client Relationship Specialist
Department Private Wealth Management
Req Type Exempt
Location AZ - Scottsdale
Job Description SUMMARY:
Works with a team of four Financial Advisors following an in-house portfolio management approach. Associate is responsible for driving the client service model for a base of 100 households, coordinating marketing events and touches, and relationship building/maintenance responsibilities for the team. Associate is also responsible for servicing clients to meet the needs of the team. Associate is Series 7/66 registered and may possess additional industry licenses. Demonstrates superior understanding of all client service functions and works with a high level of independence. Must be able to handle projects from start to finish. The position includes the possibility for incentive pay for referral generation

ESSENTIAL DUTIES AND RESPONSIBILITIES:
•Possesses an advanced understanding of the financial markets including an in-depth knowledge of all investment products, portfolio management operational procedures, compliance regulations and all computer programs and applications.
•Exemplary oral and written communication skills (including e-mail) – ability to adeptly exchange ideas and information. Superior telephone and customer service skills. Follows business protocol for telephone communication.
•Superior interpersonal skills--demonstrated ability to initiate and operate within a proactive, goal-focused team environment.
•Superior organizational skills--ability to prioritize workflow of Financial Advisors and self-enabling the meeting of production goals efficiently and consistently.
•Superior analytical skills that readily translate into numerical reports applying superior understanding and application of all Microsoft Office applications, especially Excel.
•Demonstrated ability to exercise sound business judgment on an unpredictable basis.
•Proven professional performance in a high-pressure, high-production, numbers-oriented environment.


QUALIFICATIONS REQUIRED:
•Must have a Bachelor’s degree with minimum of two years of industry experience.
•Series 7 /66 licenses required.
•Excellent organizational skills and attention to detail. Ability to prioritize workload and to work autonomously on ongoing projects with accuracy and reliability.
•Strong work ethic, punctual, and self-confident. Shows initiative and eagerness to learn.
•Exceptional verbal and written communication skills are a must.

This position is posted on our website at www.bairdcareers.com . Client Relationship Specialist role (2182. Please go to our website, review the position and if you are interested please apply online.

Please contact me once you have applied to the position.

Archana Salvi
Corporate Recruiter
Human Capital
Robert W. Baird & Co.
asalvi@rwbaird.com
(O) 414-298-1794 (F) 414.765.730

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