Wealth Client Concierge (Part-Time)

ROBERT W. BAIRD & CO. INCORPORATED; Sheboygan (WI); On-site; USD 25,000 - 41,000; Part time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Sheboygan, WI, is seeking a Part-Time Client Specialist to support one or more Financial Advisors. You'll coordinate onboarding, manage communications, assist with account operations, and help organize client events.

The role emphasizes client service, collaboration with Private Wealth Management, and using CRM and MS Office tools to maintain accurate records; some licensing requirements may apply and training is provided.

Qualifications

• 2+ years of industry/administrative work experience.
• Must have SIE exam, Series 7, and Series 66 or Series 63 & Series 65 licenses or be willing to obtain within 18 months.
• Strong technology aptitude; ability to learn AI-enabled tools.
• Proficient in Microsoft Office; able to navigate wealth management platforms.
• Excellent verbal and written communication; detail oriented; highly organized.
• Understanding of compliance regulations and client confidentiality.
• Bachelor's degree preferred.

Responsibilities

• Coordinate client onboarding, manage prospect pipelines, and prepare new account paperwork.
• Open accounts, transition assets, and establish ongoing client service plans.
• Support FA(s) with meetings, materials, and regulatory compliance.
• Manage client communications and events; assist with seminars as needed.
• Maintain CRM records and leverage it for mailings, reporting, and tracking.

Skills

Tech aptitude

Microsoft Office

Communication skills

Detail oriented

Organization

Education

Bachelor's degree preferred

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Sheboygan, WI, is seeking a Part-Time Client Specialist to support one or more Financial Advisors. You'll coordinate onboarding, manage communications, assist with account operations, and help organize client events.

The role emphasizes client service, collaboration with Private Wealth Management, and using CRM and MS Office tools to maintain accurate records; some licensing requirements may apply and training is provided.