Client Experience & Documentation Specialist

Baird; Milwaukee (WI); On-site; USD 42,000 - 58,000; Full time

Job summary

Baird is seeking a detail-oriented Operations professional in Milwaukee to support the client onboarding process and manage inquiries from clients and Financial Advisors. The role emphasizes efficiency, accuracy, and collaboration with the Operations team.

The position involves handling multiple tasks, supporting process improvements, and developing reference materials for internal clients and training programs. Excellent communication and organizational skills are essential.

Qualifications

• Bachelor's degree preferred or 2+ years in a financial services operations role.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple tasks under deadlines.
• Strong written and verbal communication in a team setting.

Responsibilities

• Support the account documentation process and assist in managing client and Financial Advisor inquiries.
• Contribute to team projects and develop resource materials to improve efficiency.
• Process Liquid Office requests related to Client Onboarding and Maintain Account processes.
• Track, document, report, and analyze incoming client requests using the issue tracking system.
• Develop electronic reference guides and training materials for Operations associates.
• Perform other duties as required.

Skills

Attention to detail

Strong written and verbalcommunication

Teamwork

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a detail-oriented Operations professional in Milwaukee to support the client onboarding process and manage inquiries from clients and Financial Advisors. The role emphasizes efficiency, accuracy, and collaboration with the Operations team.

The position involves handling multiple tasks, supporting process improvements, and developing reference materials for internal clients and training programs. Excellent communication and organizational skills are essential.