Branch Operations & Client Experience Specialist

Baird; Ann Arbor (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Baird is seeking a detail-oriented administrative professional in Ann Arbor to support client service and marketing functions within a wealth management framework. You will work closely with financial advisors and PWM teams to ensure smooth operations and exceptional client experiences.

This role also covers social media support, CRM maintenance, scheduling, mail handling, and vendor coordination, with opportunities to grow in a fast-paced wealth management environment at Baird.

Qualifications

• High school diploma required; associate/bachelor preferred
• 1+ year of customer service or administrative experience in financial services
• Strong technology aptitude and ability to adopt AI-enabled solutions
• Excellent verbal communication and client service skills
• Detail oriented with proactive problem-solving abilities
• Good analytical skills and math capability
• Ability to work independently with minimal supervision
• Ability to handle clients professionally and manage challenging situations
• Proficiency in Microsoft Office; ability to learn PWM tech platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office)

Responsibilities

• Answer inquiries from internal associates and business partners; liaison between advisors and PWM support.
• Assist the branch social media strategy (LinkedIn, Website, X).
• Enhance internal operations to improve adviser effectiveness and marketability.
• Maintain CRM and use it for mailings, reporting, email tracking, and client service modeling.
• Coordinate student workers and summer interns with branch leadership.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal inquiries.
• Maintain quarterly Broker of the Day call log for all inquiries.
• Plan vendor luncheons; set up conference rooms and restock supplies.
• Sort, route mail; copy, fax, and file materials.
• Log compliance files; file wires and branch manager reports.
• Perform other duties as assigned.

Skills

Customer service

Administrative experience

Technology aptitude

Verbal communication

Detail oriented

Critical thinking

Analytical skills

Independent worker

Problem solving

Microsoft Office

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Job description

Baird is seeking a detail-oriented administrative professional in Ann Arbor to support client service and marketing functions within a wealth management framework. You will work closely with financial advisors and PWM teams to ensure smooth operations and exceptional client experiences.

This role also covers social media support, CRM maintenance, scheduling, mail handling, and vendor coordination, with opportunities to grow in a fast-paced wealth management environment at Baird.