Wealth Management Client Services Specialist

Baird; Racine (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Baird in Racine, WI seeks a Client Specialist to deliver outstanding client service and support to Private Wealth Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

The role emphasizes regulatory compliance, strong communication, 2+ years of experience, and licenses (SIE, Series 7, and Series 66 or 63/65) or willingness to obtain within 18 months. Proficiency with Microsoft Office and CRM tools is required.

Qualifications

• Minimum 2+ years of industry or administrative experience.
• Active SIE exam, Series 7, and Series 66 or Series 63 and Series 65 licenses, or willingness to obtain within 18 months.
• Strong technology aptitude; ability to use AI-enabled solutions.

Responsibilities

• Coordinate onboarding for Financial Advisors' clients, manage prospect pipelines, and prepare new account paperwork.
• Maintain CRM system and client communications to support service models.
• Respond to client inquiries by phone or email and escalate to Advisors as needed.
• Assist with scheduling client meetings and coordinating events or seminars.

Skills

Client service

Communication

Detail orientation

Organization

Regulatory awareness

Education

Bachelor's degree (preferred)

Tools

CRM system

Microsoft Office

PowerPoint

Job description

Baird in Racine, WI seeks a Client Specialist to deliver outstanding client service and support to Private Wealth Advisors. You will coordinate onboarding, manage communications, support account operations, and help organize client events.

The role emphasizes regulatory compliance, strong communication, 2+ years of experience, and licenses (SIE, Series 7, and Series 66 or 63/65) or willingness to obtain within 18 months. Proficiency with Microsoft Office and CRM tools is required.