Private Wealth Client Specialist — Part-Time

Baird; Sheboygan (WI); On-site; USD 40,000 - 56,000; Part time

Job summary

Baird's Client Specialist in Sheboygan, WI, part-time role, supports Financial Advisors by coordinating onboarding, handling communications, and assisting with account operations and client events. You will manage the CRM system, prepare materials for meetings, and ensure adherence to regulatory policies, while leveraging technology and AI-enabled solutions where appropriate.

This position emphasizes client service excellence, organization, and collaboration with advisory teams to help clients

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months.

Responsibilities

• Onboard coordination and support for Financial Advisors and clients.
• Maintain client relationships and manage communications and events.
• Maintain CRM and assist with reporting, mailings, and client service models.
• Ensure compliance with firm and regulatory policies.

Skills

Client service

Communication

Organizational skills

Microsoft Office

Detail oriented

Problem solving

Technology aptitude

Education

Bachelor's degree preferred

Tools

CRM system

Job description

Baird's Client Specialist in Sheboygan, WI, part-time role, supports Financial Advisors by coordinating onboarding, handling communications, and assisting with account operations and client events. You will manage the CRM system, prepare materials for meetings, and ensure adherence to regulatory policies, while leveraging technology and AI-enabled solutions where appropriate.

This position emphasizes client service excellence, organization, and collaboration with advisory teams to help clients