Wealth Management Client Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Green Bay (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Green Bay, WI is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events within Private Wealth Management.

The role emphasizes maintaining CRM data, preparing paperwork, reviewing opportunities daily, and ensuring compliance with industry policies, with licensing requirements to be obtained if needed.

Qualifications

• 2+ years of industry or administrative experience.

Responsibilities

• Coordinate onboarding for Financial Advisor clients and manage prospect pipelines.
• Prepare new account paperwork and assist with proposals.

Skills

Client service

Communication

Organizational skills

Attention to detail

Problem solving

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Green Bay, WI is seeking a Client Specialist to deliver exceptional client service and support to Financial Advisors. You’ll coordinate onboarding, manage communications, support account operations, and help organize client events within Private Wealth Management.

The role emphasizes maintaining CRM data, preparing paperwork, reviewing opportunities daily, and ensuring compliance with industry policies, with licensing requirements to be obtained if needed.