Wealth Branch Operations & Client Services Associate

Baird; United States; On-site; USD 38,000 - 60,000; Full time

Job summary

Baird in the United States is seeking a polished, client-focused administrator to support branch client service and marketing efforts within a wealth management framework.

You will manage CRM records, assist with social media initiatives, coordinate events, and help internal teams deliver consistent client service. The role requires strong communication, organization, and technical aptitude, with opportunities to support advisors and intern programs.

Qualifications

• 1+ years customer service or administrative experience; preferably in financial services.
• Strong communication and client service skills with a professional demeanor.
• Detail oriented and able to manage multiple tasks with minimal supervision.

Responsibilities

• Answer inquiries from internal associates and business partners; liaison between financial advisors and PWM support teams.
• Support Social Media strategy for the branch (LinkedIn, Website, X, etc.).
• Maintain CRM system and use it to manage client relationships, mailings, reporting, and email tracking.
• Coordinate vendor events, arrange conference rooms, and manage office supplies.
• Process daily check deposits and handle mail routing, copying, faxes, and file maintenance.
• Log compliance files and support routine reporting for branch management.

Skills

Customer service

Communication

Microsoft Office

CRM tools

Problem solving

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

CRM platforms

Microsoft Office suite

Private Wealth Management tools (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office)

Job description

Baird in the United States is seeking a polished, client-focused administrator to support branch client service and marketing efforts within a wealth management framework.

You will manage CRM records, assist with social media initiatives, coordinate events, and help internal teams deliver consistent client service. The role requires strong communication, organization, and technical aptitude, with opportunities to support advisors and intern programs.