CRT Client Specialist Training Program

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

Job summary

Baird is launching an 18-month CRT Client Specialist Training Program in Milwaukee designed to prepare you to support Financial Advisors and become fully registered with SIE, Series 7, and Series 66 licenses.

You'll gain hands-on experience in client onboarding, account paperwork, CRM management, and event coordination while learning regulatory compliance and the Firm's service standards.

Qualifications

• Excellent client/customer service skills with strong communication
• Ability to learn and adapt to new tools, including AI-enabled solutions
• Proficiency in Microsoft Office and Private Wealth technology platforms
• Detail oriented with accuracy and organized workflow
• Willingness to study for SIE, Series 7, and Series 66 within 18 months

Responsibilities

• Support client onboarding, manage prospect pipelines, and prepare new account paperwork
• Maintain CRM system and client service plans for ongoing relationships
• Coordinate meetings, seminars, and client events
• Assist with document preparation, ordering securities per advisor instructions
• Provide coverage for other teams when needed

Skills

Client service excellence

Verbal and written communication

Tech-savvy / AI-enabled solutions

CRM systems knowledge

Attention to detail

Organizational skills

Analytical problem solving

Education

High School Diploma

Associates degree preferred

Bachelor's degree preferred

Tools

Microsoft Office

Job description

About the Role:

The Client Resource Team (CRT) Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses.

This program will teach individuals the importance of exceptional client service through operational support of the CRT Team. This will allow immersion into Private Wealth Management at Baird.

Following successful completion of the program, Baird will work closely to match associates within a long-term Client Specialist position, we cannot guarantee and may require the associate to relocate to a branch within the area they are based.

The Impact You’ll Make:

• Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan

• Gain knowledge of and partner with Baird’s Corporate Resource Groups to provide the best solutions to clients

• Answer all incoming phone calls and handle as appropriate

• May schedule client appointments and/or conference room for appointments

• Understand and ensure business adherence with firm and financial industry regulatory policies

• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models

• May coordinate seminars and client events. Develop client lists, design material and meeting content, and coordinate PowerPoint presentations

• May manage the team’s social media presence (website, LinkedIn, X, etc.)

• Initiate and complete all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed

• May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction

• May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary

What You’ll Bring to Baird:

• Excellent client/customer service skills. Good verbal and written communication skills (including e-mail, phone, and in person interaction)

• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred

• Knowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms

• Detail oriented with an emphasis on accuracy

• Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner

• Good analytical and critical problem-solving skills

• High school diploma required. Associates or Bachelors degree preferred, not required

• Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird

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