Private Wealth Client Experience Lead

Baird Careers; Racine (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to one or more Financial Advisors. You will be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize client events within Baird's Private Wealth Management business.

You will maintain the CRM, prepare meeting materials, ensure regulatory compliance, and help drive advisor business development through proactive

Qualifications

• 2+ years of industry and/or administrative experience.
• Must have active SIE, Series 7, and Series 66/63 and Series 65 licenses or be willing to study and obtain within 18 months.
• Strong technology aptitude, including AI-enabled solutions.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational abilities.
• Understands compliance regulations and client confidentiality.
• Good analytical and critical problem-solving skills.
• Bachelor’s degree preferred, not required.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines; prepare new account paperwork and open accounts.
• Assist with proposal generation and asset transfers to Baird; maintain ongoing client service plans.
• Respond to client inquiries and liaise with Financial Advisors; schedule appointments as needed.
• Prepare meeting materials, reports, and PowerPoint presentations.
• Maintain CRM entries and leverage CRM for client communications and reporting.
• Coordinate client events and seminars; develop materials and timelines.
• Monitor investment opportunities and communicate relevant items to Financial Advisors.
• Ensure adherence to firm policies and regulatory requirements.

Skills

Communication skills

Microsoft Office proficiency

Detail oriented

Organizational skills

Analytical problem-solving

Compliance awareness

Education

SIE Exam

Series 7

Series 66/63 & 65 licenses

Bachelor’s degree preferred

Tools

AI-enabled tools

Job description

Baird is seeking a Client Specialist to deliver outstanding client service and operational support to one or more Financial Advisors. You will be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize client events within Baird's Private Wealth Management business.

You will maintain the CRM, prepare meeting materials, ensure regulatory compliance, and help drive advisor business development through proactive