Wealth Client Experience Specialist

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

Job summary

Baird is seeking a Client Specialist to deliver exceptional client service and operational support to one or more Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and proactive management of client relationships through CRM and reporting tools.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Active SIE Exam, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and familiar with wealth management technology.
• Excellent verbal and written communication skills with attention to accuracy.
• Strong organizational skills and ability to prioritize workload to meet goals.
• Understanding of compliance regulations and client confidentiality.
• Bachelor's degree preferred, not required.

Responsibilities

• Coordinate client onboarding, manage prospect pipeline and prepare new account paperwork.
• Maintain client CRM and support communications to advisors.
• Assist with proposal generation and materials for client meetings.
• Schedule client appointments and conference rooms as needed.
• Prepare and assemble materials for meetings and presentations.
• Support account operations and regulatory policy adherence.
• Help organize client events and seminars under advisor direction.
• Provide back-up support to other teams and escalate issues as needed.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Analytical thinking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Baird is seeking a Client Specialist to deliver exceptional client service and operational support to one or more Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.

The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and proactive management of client relationships through CRM and reporting tools.