Branch Operations & Client Services Associate

Baird; Fort Wright (KY); On-site; USD 32,000 - 52,000; Full time

Job summary

Baird is seeking a courteous and detail-oriented administrative professional to support client service and marketing at our Fort Wright, KY branch. The role involves handling inquiries, supporting social media efforts, CRM maintenance, and coordination of interns and daily office operations.

The ideal candidate has 1+ years in customer service or administration within financial services, a strong work ethic, and proficiency with Microsoft Office and CRM tools.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred, not required
• 1+ years of previous customer service or administrative experience, preferably in financial services
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions
• Excellent verbal communication skills; telephone and client service skills
• Detail oriented with strong analytical and proactive problem-solving abilities
• Ability to work independently with minimal supervision and handle clients professionally
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and CRM platforms with strong organizational skills

Responsibilities

• Answer inquiries from internal associates and business partners in a professional and pleasant manner; liaise between financial advisors and PWM support teams
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc.)
• Improve internal operations to boost advisor efficiency and marketability
• MaintainCRM for Financial Advisors and manage client relationships via mailings, reporting and e-mail tracking
• Coordinate and supervise student workers and summer interns
• Process daily check deposits and general branch duties
• Maintain knowledge of compliance policies for internal inquiries
• Route mail and manage daily call logs
• Arrange vendor luncheons; set up conference rooms and restock supplies
• Sort, process and file materials; log compliance files and required reports
• Perform other duties as assigned

Skills

Customer service

Verbal communication

Administrative skills

Detail oriented

Problem solving

Analytical thinking

AI-enabled solutions familiarity

Education

High school diploma

Associate’s degree

Bachelor’s degree

Tools

Microsoft Office Suite

CRM systems

Job description

Baird is seeking a courteous and detail-oriented administrative professional to support client service and marketing at our Fort Wright, KY branch. The role involves handling inquiries, supporting social media efforts, CRM maintenance, and coordination of interns and daily office operations.

The ideal candidate has 1+ years in customer service or administration within financial services, a strong work ethic, and proficiency with Microsoft Office and CRM tools.