Part-Time Wealth Client Experience Specialist

Baird Careers; Sheboygan (WI); On-site; USD 34,000 - 48,000; Part time

Job summary

Baird is seeking a part-time Client Specialist in Sheboygan, WI to deliver outstanding client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to the Private Wealth Management business.

The role emphasizes collaboration with Corporate Resource Groups, maintaining CRM, handling client inquiries, and ensuring compliance with industry policies, with

Qualifications

• 2+ years of industry/administrative work experience.
• Active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses (or willingness to obtain within 18 months).
• Strong technology aptitude and ability to adopt AI-enabled tools.
• Excellent verbal and written communication; detail-oriented and organized.
• Bachelor's degree preferred.

Responsibilities

• Coordinate client onboarding, manage advisor prospect pipeline and open accounts.
• Support proposal generation and prepare new account paperwork.
• Maintain CRM and implement defined client service models.
• Assist with client events and materials for meetings.
• Ensure compliance with firm and regulatory policies.
• Provide back-up support across teams and manage communications.

Skills

Administrative experience

Client service

Communication skills

Tech aptitude

CRM knowledge

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a part-time Client Specialist in Sheboygan, WI to deliver outstanding client service and operational support to one or more Financial Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events, contributing to the Private Wealth Management business.

The role emphasizes collaboration with Corporate Resource Groups, maintaining CRM, handling client inquiries, and ensuring compliance with industry policies, with