Private Wealth Client Specialist Trainee (18 Months)

Baird Careers; Milwaukee (WI); Presencial; USD 42.000 - 58.000; Tempo integral

Resumo da vaga

Baird is launching an 18-month CRT Client Specialist Training Program in Milwaukee designed to prepare you to support Financial Advisors and become fully registered with SIE, Series 7, and Series 66 licenses.

You'll gain hands-on experience in client onboarding, account paperwork, CRM management, and event coordination while learning regulatory compliance and the Firm's service standards.

Qualificações

• Excellent client/customer service skills with strong communication
• Ability to learn and adapt to new tools, including AI-enabled solutions
• Proficiency in Microsoft Office and Private Wealth technology platforms
• Detail oriented with accuracy and organized workflow
• Willingness to study for SIE, Series 7, and Series 66 within 18 months

Responsabilidades

• Support client onboarding, manage prospect pipelines, and prepare new account paperwork
• Maintain CRM system and client service plans for ongoing relationships
• Coordinate meetings, seminars, and client events
• Assist with document preparation, ordering securities per advisor instructions
• Provide coverage for other teams when needed

Conhecimentos

Client service excellence

Verbal and written communication

Tech-savvy / AI-enabled solutions

CRM systems knowledge

Attention to detail

Organizational skills

Analytical problem solving

Formação

High School Diploma

Associates degree preferred

Bachelor's degree preferred

Ferramentas

Microsoft Office

Descrição da vaga

Baird is launching an 18-month CRT Client Specialist Training Program in Milwaukee designed to prepare you to support Financial Advisors and become fully registered with SIE, Series 7, and Series 66 licenses.

You'll gain hands-on experience in client onboarding, account paperwork, CRM management, and event coordination while learning regulatory compliance and the Firm's service standards.