Branch Operations & Client Services Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Ann Arbor (MI); On-site; USD 36,000 - 52,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Ann Arbor, MI is seeking a polished, client-service oriented administrator to support wealth management operations.

The role partners with financial advisors and PWM teams to manage client service workflows, CRM updates, and marketing activities while ensuring top-tier service standards. You will handle inquiries, assist social media efforts, coordinate branch events, and maintain documentation and vendor relationships.

Qualifications

• High school diploma is required; associate or bachelor’s degree is preferred but not required.
• 1+ years of customer service or administrative experience, preferably in financial services.
• Proven technology aptitude and ability to adapt to new tools, including AI-enabled solutions.
• Excellent verbal and phone-based client service skills with attention to detail.
• Ability to work independently and handle client inquiries professionally.

Responsibilities

• Answer inquiries from internal associates and business partners in a professional, pleasant manner.
• Assist the Social Media strategy for the branch, including LinkedIn, Website, and X.
• Maintain the CRM system for Financial Advisors and manage client communications.
• Coordinate vendor luncheons and arrange for conference rooms and office supplies.
• Log Compliance files and process wires and branch manager daily reports.
• Support branch leadership with student workers and intern duties.

Skills

Customer service

Communication

Organizational skills

CRM systems

Problem solving

Analytical thinking

Independence

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

Money Guide Pro

Liquid Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Ann Arbor, MI is seeking a polished, client-service oriented administrator to support wealth management operations.

The role partners with financial advisors and PWM teams to manage client service workflows, CRM updates, and marketing activities while ensuring top-tier service standards. You will handle inquiries, assist social media efforts, coordinate branch events, and maintain documentation and vendor relationships.