Wealth Management Branch Operations Associate

Baird Careers; Seattle (WA); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Bonus potential up to 8.5%

Total Rewards at Baird

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Operations Assistant in Seattle to oversee client service operations and support branch activities.

The role emphasizes excellent communication, multitasking, and a client-first approach in a wealth management setting. The position requires a high school diploma and 1+ years in customer service or administration, with a strong tech aptitude and the ability to learn private wealth platforms.

Qualifications

• Minimum high school diploma; advanced degrees preferred but not required.
• 1+ years of customer service or administrative experience in financial services.
• Strong tech aptitude and willingness to adopt AI-enabled tools.
• Excellent verbal communication and client service skills.
• Detail oriented with strong analytical and problem-solving abilities.
• Able to work independently with minimal supervision and adapt to changing priorities.
• Proficient with Microsoft Office and willing to learn Wealth Management platforms.

Responsibilities

• Serve as the branch liaison between advisors and PWM support teams.
• Answer inquiries from internal associates and business partners professionally.
• Assist branch social media strategy and outreach.
• Improve branch operations to support advisor effectiveness.
• Process daily check deposits.
• Coordinate branch luncheons and maintain conference rooms.
• Sort mail, copy, fax, file materials; manage supplies.
• Handle client interactions with professionalism and resolve issues.

Skills

Customer service

Communication skills

Organizational skills

Problem solving

Analytical skills

Independent work

Microsoft Office

AI-enabled tools

Education

High school diploma

Associate’s degree preferred

Bachelor’s degree preferred

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Operations Assistant in Seattle to oversee client service operations and support branch activities.

The role emphasizes excellent communication, multitasking, and a client-first approach in a wealth management setting. The position requires a high school diploma and 1+ years in customer service or administration, with a strong tech aptitude and the ability to learn private wealth platforms.