Marketing & Events Assistant

This professional is responsible for providing the highest level of support and service in meeting the day-to-day marketing, operational, client service, and business development needs of one or more Financial Advisors in a Baird branch office. They will also work with other associates to meet the client service and operational needs of the branch at large. • Work with Financial Advisor(s) to create and implement a client service model using CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience. • Work with Financial Advisor(s) to directly generate new business and maintain/increase existing client relationships through various techniques including developing systems for cross-referencing and/or cross selling that enhance client satisfaction, build client retention and create client loyalty. Client Service • May be responsible for the coordination of client onboarding, which includes managing Financial Advisor(s) prospect pipeline and establishing an ongoing communication/client service plan.