PAM Client Service Associate

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Robert W. Baird & Co. Incorporated is seeking a PAM Client Service Associate to support high-net-worth and institutional clients within the Private Asset Management team.

The role emphasizes accuracy, proactive communication, and a commitment to service excellence in a fast-paced environment. The successful candidate will manage onboarding, client requests, tax reporting materials, and CRM data, while supporting tax periods, client meetings, and online access for clients.

Qualifications

• 2+ years of prior work experience; financial, business or administrative preferred.
• Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
• Excellent verbal and written communication skills (including e‑mail) and ability to adeptly exchange ideas and information.
• Ability to work extra hours during peak periods.
• Strong organizational skills - consistent ability to prioritize workflow in a fast-paced environment to achieve specific goals in a timely matter.
• Detail orientation with an emphasis on accuracy. Critical thinking and proactive problem‑solving skills.
• Maintain client confidentiality in all situations.
• Highly reliable, maintains excellent attendance, and approaches work with a strong sense of responsibility and commitment.

Responsibilities

• Onboarding new clients: prepare paperwork, open accounts, transition assets, and establish a service plan.
• Handle incoming client and Financial Advisor requests, routing to the correct team for timely follow‑through.
• Prepare and distribute tax reporting materials for clients and CPAs across six tax periods.
• Maintain CRM for Advisors and leverage it for client communications, reporting and mailings.
• Update quarterly client reporting and coordinate materials for client meetings.
• Assist clients with Baird Online: troubleshoot login issues and navigate the site to access information.
• Provide back‑up to PAM Team: scheduling client appointments and preparing meetings, answering calls and handling special projects.

Skills

Client onboarding

CRM management

MS Office

Verbal & written communication

Organizational skills

Attention to detail

Confidentiality

Reliability

Education

SIE Exam

Series 7

Series 66

Tools

CRM platform

Baird technology platforms

Job description

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This individual supports all aspects of client service by handling complex and detail-oriented responsibilities in a fast-paced environment. The ideal candidate is highly organized, attentive to accuracy, and committed to providing proactive, high-touch service that reflects Baird's reputation for excellence.

Our service model is grounded in a simple but powerful principle: our clients' interests always come first. We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience- especially when solving complex, nuanced needs for high-net-worth households. Ideal candidates demonstrate exceptional attention to detail, strong organizational skills, and clear, proactive communication. We value individuals who take ownership of their work, approach challenges with maturity, and contribute to a culture of collaboration through honest, solutions-focused dialogue. Our team thrives on mutual trust, professionalism, and a shared commitment to delivering outstanding service.

The Impact You’ll Make:

• Responsible for client onboarding support, including preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan
• Manages incoming client and Financial Advisor requests—completing the request directly when appropriate or assigning it to the correct team member to ensure timely follow‑through
• Supports the preparation and distribution of tax reporting materials for clients and CPAs across the six yearly tax reporting periods, assembling all necessary information ahead of each deadline
• 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
• Updates data for quarterly client reporting, ensuring accuracy and timely inclusion in client deliverables. In addition, coordinates materials needed for client meetings, including paperwork and reports
• Assists clients with Baird Online by troubleshooting login issues, guiding them through website navigation, and helping them access key account information and documents
• May also provide back‑up to other segments of the PAM Team when necessary, including administrative support in scheduling client appointments, coordinating all aspects of meeting preparation, answering inbound phone calls, sending client communications, as well as perform other duties and special projects as necessary

What You’ll Bring to Baird:

• 2+ years of prior work experience; financial, business or administrative preferred
• Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
• Excellent verbal and written communication skills (including e‑mail) and ability to adeptly exchange ideas and information
• Ability to work extra hours during peak periods
• Strong organizational skills - consistent ability to prioritize workflow in a fast-paced environment to achieve specific goals in a timely matter
• Detail orientation with an emphasis on accuracy. Critical thinking and proactive problem‑solving skills
• Maintain client confidentiality in all situations
• Highly reliable, maintains excellent attendance, and approaches work with a strong sense of responsibility and commitment