Wealth Management Client Experience Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Madison (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Robert W. Baird & Co. Incorporated in Madison, WI, is seeking a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help plan client events to enhance the client experience. You’ll work closely with Financial Advisors, maintain CRM records, prepare materials for meetings, and ensure compliance with industry regulations.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• SIE Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to obtain within 18 months.
• Proficient in Microsoft Office Suite; able to learn wealth-management platforms.
• Excellent verbal and written communication skills.
• Detail oriented with a focus on accuracy.
• Strong organizational skills with ability to prioritize.
• Understanding of compliance regulations and confidentiality.

Responsibilities

• Coordinate client onboarding and manage advisor prospect pipelines.
• Assist with proposal generation and prepare new account paperwork.
• Open accounts and transition assets to Baird; establish client service plans.
• Support account operations and client communications; organize client events.
• Maintain CRM and leverage reporting, mailings, and e-mail tracking.
• Prepare materials for client meetings and presentations.
• Ensure adherence to firm and industry regulatory policies.
• Provide back-up coverage for FA/Team as needed; handle special projects.
• Identify investment opportunities daily and notify advisors for action.

Skills

Client service

Administrative experience

MS Office proficiency

Communication skills

Attention to detail

Organizational skills

Compliance awareness

Analytical thinking

Education

Bachelor’s degree preferred

Job description

Robert W. Baird & Co. Incorporated in Madison, WI, is seeking a Client Specialist to deliver exceptional client service and operational support within Private Wealth Management.

You will coordinate onboarding, manage communications, support account operations, and help plan client events to enhance the client experience. You’ll work closely with Financial Advisors, maintain CRM records, prepare materials for meetings, and ensure compliance with industry regulations.