In this position, you will be responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
In this role, the selected candidate will be responsible for the management of a portfolio of complex Corporate Trust clients/accounts and serve as the day-to-day contact for the assigned clients/accounts.
In this role, the selected candidate will
support the implementation of the business plan and execution of strategic initiatives for a business segment, specialty segment. channel or multiple geographic areas.