Client Onboarding & CRM Operations Associate

Baird; Milwaukee (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Baird’s Client Resource Team is seeking an organized professional to coordinate client onboarding, open new accounts, transition assets, and establish ongoing client-service plans with accuracy and care.

You will manage transactions, prepare paperwork, respond to client needs, and support Financial Advisors by leveraging CRM systems, ensuring compliance, and delivering reliable service across multiple tasks.

Qualifications

• 2+ years of industry and/or administrative work experience.
• Excellent client service with strong communication skills.
• Proficiency in Microsoft Office and CRM tools.
• Detail oriented with strong organizational abilities.
• Knowledge of compliance regulations and confidentiality.

Responsibilities

• Coordinate client onboarding, prepare paperwork, open accounts.
• Transition assets to Baird and establish service plans.
• Handle transactions, paperwork, and client requests.
• Leverage CRM to manage client relationships and communications.
• Support Financial Advisors and ensure regulatory adherence.

Skills

Customer service

Microsoft Office

CRM systems

Attention to detail

Communication skills

Organizational skills

Education

High School diploma

Associate degree preferred

Bachelor's degree preferred

Tools

CRM software

Job description

Baird’s Client Resource Team is seeking an organized professional to coordinate client onboarding, open new accounts, transition assets, and establish ongoing client-service plans with accuracy and care.

You will manage transactions, prepare paperwork, respond to client needs, and support Financial Advisors by leveraging CRM systems, ensuring compliance, and delivering reliable service across multiple tasks.