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. • Work with Financial Advisor(s) to create and implement a client service model through the use of CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience. 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. • May create and manage regular schedule of client contacts/appointments and manage set up and coordination of all client meetings. • Compensation and bonus are commensurate with experience, performance and/or firm profitability • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation