Wealth Client Services Coordinator (Part-Time)

Baird; Sheboygan (WI); On-site; USD 28,000 - 38,000; Part time

Job summary

Baird is seeking a part-time Client Specialist to deliver exceptional client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, handle account operations, and assist with client events, reporting to Financial Advisors.

This 22.5-hour-per-week role emphasizes accuracy, organization, and strong verbal/written communication to support advisors and clients in a dynamic wealth management environment.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• Proficient with Microsoft Office and financial platforms.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipeline.
• Prepare new account paperwork and assist with proposals.
• Open accounts and transition assets to Baird.
• Maintain CRM and support client communications and events.
• Support regulatory compliance and maintain client confidentiality.

Skills

Client service

Administrative work

Education

SIE exam

Series 7 license

Series 66 license

Series 63 license

Series 65 license

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Baird is seeking a part-time Client Specialist to deliver exceptional client service and operational support for Private Wealth Management. You will coordinate onboarding, manage communications, handle account operations, and assist with client events, reporting to Financial Advisors.

This 22.5-hour-per-week role emphasizes accuracy, organization, and strong verbal/written communication to support advisors and clients in a dynamic wealth management environment.