Wealth Branch Operations & Client Services Associate

ROBERT W. BAIRD & CO. INCORPORATED; Fort Wright (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking an organized client service and administrative professional in Fort Wright, KY. The role supports wealth management branch operations, client service, and marketing activities to enhance client relationships.

The ideal candidate brings 1+ year of customer service experience, proficient MS Office skills, and the ability to work with minimal supervision while maintaining high service standards.

Qualifications

• 1+ years of customer service or administrative experience in financial services preferred
• Strong technology aptitude and ability to learn new tools, including AI-enabled solutions
• Excellent verbal communication and telephone/client service skills
• Detail oriented with ability to perform semi-advanced math and analytics

Responsibilities

• Answer inquiries from internal associates and business partners; act as liaison between financial advisors and PWM support teams
• Assist social media strategy for the branch (LinkedIn, Website, X)
• Maintain CRM system and manage client communications, reporting, and mailings
• Log compliance files and prepare branch daily reports; support branch leadership with interns and student workers
• Plan/vendor luncheons, arrange conference rooms, restock supplies, and manage mail routes
• Copy, fax, file materials, and manage wires and daily activity reports
• Perform other duties as assigned

Skills

Verbal communication

Client service

Detail oriented

Analytical skills

Time management

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

AI-enabled tools

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking an organized client service and administrative professional in Fort Wright, KY. The role supports wealth management branch operations, client service, and marketing activities to enhance client relationships.

The ideal candidate brings 1+ year of customer service experience, proficient MS Office skills, and the ability to work with minimal supervision while maintaining high service standards.