Financial Services Client Specialist Trainee (18‑Month Program)

Baird; Milwaukee (WI); On-site; USD 50,000 - 65,000; Full time

Job summary

Baird is seeking candidates for its Client Specialist Training Program in Milwaukee. The 18-month program develops individuals into Client Specialists on a Financial Advisor team, with licensing in SIE, Series 7 and 66.

It emphasizes exceptional client service through operational support with the CRT Team, and may require relocation for a long-term assignment. Successful candidates will learn to manage client accounts, coordinate onboarding, and support advisory teams with regulatory adherence.

Qualifications

• Excellent client service and communication skills.
• Ability to learn and adapt to new tools, including AI-enabled solutions.
• Proficiency with Microsoft Office and private wealth platforms.
• Detail oriented with accuracy in processing client information.
• Strong organization to prioritize team workflows and meet goals.
• Willingness to study for SIE, Series 7 and 66 within 18 months.

Responsibilities

• Coordinate client onboarding, including prospect pipeline, paperwork, and account setup.
• Maintain CRM and communications to support client service models.
• Schedule client appointments and manage conference room needs.
• Ensure compliance with firm and regulatory policies.
• Assist with seminars, events, and client communications materials.
• Provide back-up support to other teams and projects as needed.

Skills

Client service

Communication

Technology aptitude

MS Office

Attention to detail

Education

High School Diploma

Associate/Bachelor preferred

Tools

Microsoft Office

Job description

Baird is seeking candidates for its Client Specialist Training Program in Milwaukee. The 18-month program develops individuals into Client Specialists on a Financial Advisor team, with licensing in SIE, Series 7 and 66.

It emphasizes exceptional client service through operational support with the CRT Team, and may require relocation for a long-term assignment. Successful candidates will learn to manage client accounts, coordinate onboarding, and support advisory teams with regulatory adherence.