Wealth Client Concierge & Onboarding Specialist

Baird; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Baird is hiring a Client Specialist to deliver outstanding client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events, underpinning advisor success and client satisfaction.

You will use CRM tools to maintain relationships, process paperwork, and ensure regulatory compliance. A 2+ year background in the industry or admin work is expected, with licenses or the drive to

Qualifications

• Requires 2+ years of industry/administrative experience.
• Active SIE, Series 7 and Series 66 or 63 and 65 licenses or willingness to obtain within 18 months.
• Proficiency with Microsoft Office and ability to learn wealth-management platforms.

Responsibilities

• Coordinate client onboarding and manage prospect pipelines across advisors.
• Handle client communications and assist with account operations.
• Support compliance with firm and regulatory policies.
• Assist with client meetings, events and materials.
• Maintain and leverage CRM for client relationships and reporting.
• Provide back-up support to other teams as needed.
• Proactively identify investment opportunities and alert advisors.

Skills

Communication skills

Organizational skills

Analytical thinking

Attention to detail

Problem solving

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

Baird is hiring a Client Specialist to deliver outstanding client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, support account operations, and help organize client events, underpinning advisor success and client satisfaction.

You will use CRM tools to maintain relationships, process paperwork, and ensure regulatory compliance. A 2+ year background in the industry or admin work is expected, with licenses or the drive to