Client Onboarding & Events Coordinator

Baird Careers; Madison (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver superior client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and help organize client events, contributing to the advisor's ability to serve clients effectively.

You will maintain the CRM, support regulatory compliance, and assist with account operations and reporting. A strong candidate has 2+ years in a similar role, solid communication skills, and proficiency in

Qualifications

• 2+ years of administrative or financial services experience.
• Active SIE exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.
• Strong technology aptitude; comfortable with AI-enabled solutions.
• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and CRM platforms.
• Excellent verbal and written communication; detail-oriented.
• Strong organizational skills; ability to prioritize team workflow.
• Understanding of regulatory compliance and client confidentiality.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines and paperwork.
• Maintain CRM to support client experiences, mailings, reporting and event follow-ups.
• Assist with client communications and responses; escalate to advisors as needed.
• Schedule client appointments and coordinate conference rooms or events.
• Assemble materials for client meetings and prepare reports and paperwork.
• Support compliance with firm policies and industry regulations.
• Assist with client events and seminars; develop client lists and content.

Skills

Verbal and written communication

Attention to detail

Organizational skills

Analytical thinking

Problem-solving

Regulatory/compliance understanding

Tech savvy / AI tools

Team support

Client service orientation

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

PowerPoint

CRM software

Job description

Baird is seeking a Client Specialist to deliver superior client service and operational support within Private Wealth Management. You will coordinate onboarding, manage communications, and help organize client events, contributing to the advisor's ability to serve clients effectively.

You will maintain the CRM, support regulatory compliance, and assist with account operations and reporting. A strong candidate has 2+ years in a similar role, solid communication skills, and proficiency in