Part-Time Wealth Client Concierge

Baird; Sheboygan (WI); On-site; USD 27,552,000 - 38,573,000; Part time

Job summary

Baird in Wisconsin is seeking a Part-Time Client Specialist to deliver outstanding client service and operational support for one or more Financial Advisors in Private Wealth Management. The role centers on onboarding clients, coordinating communications, handling account operations, and helping organize client events, with a 22.5 hour weekly schedule.

You will maintain the CRM, assist with proposals and paperwork, ensure compliance with regulations, and support the advisors’ growth by managing

Qualifications

• Active SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months of hire.
• Bachelor's degree preferred but not required.

Responsibilities

• Coordinate client onboarding and support communications for Financial Advisors.
• Maintain CRM and prepare materials for client meetings.
• Ensure regulatory compliance and manage account paperwork as needed.
• Assist with client events and scheduling to support advisor practices.

Skills

Client service

Microsoft Office

Communication skills

Organizational skills

Detail-oriented

Education

SIE Exam

Series 7

Series 66 or Series 63 and Series 65

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird in Wisconsin is seeking a Part-Time Client Specialist to deliver outstanding client service and operational support for one or more Financial Advisors in Private Wealth Management. The role centers on onboarding clients, coordinating communications, handling account operations, and helping organize client events, with a 22.5 hour weekly schedule.

You will maintain the CRM, assist with proposals and paperwork, ensure compliance with regulations, and support the advisors’ growth by managing