Wealth Operations & Client Services Associate

Baird Careers; Houston (TX); On-site; USD 42,000 - 68,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a client service and administrative professional in Houston to support branch operations. You will manage client communications, CRM activities, and assist with social media strategy to enhance market visibility.

The role requires strong communication, organizational skills, and the ability to work with financial advisors and internal teams. Prior financial services exposure is a plus, with a focus on accuracy and proactive problem solving.

Qualifications

• 1+ years of customer service or administrative experience, preferably in financial services.
• Strong technology aptitude with ability to adopt new tools, including AI-enabled solutions.
• Excellent verbal communication and client service skills.
• Detail oriented with proactive problem solving.

Responsibilities

• Answer inquiries from internal associates and business partners in a professional manner.
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc).
• Seek ways to enhance internal branch operations for effectiveness and marketability.
• Maintain CRM system for Financial Advisor(s) and leverage it for client communications and reporting.
• Coordinate student workers and summer interns with branch leadership.
• Process daily check deposits.
• Maintain knowledge of compliance policies for internal inquiries.
• Log the quarterly Broker of the Day call log for switchboard inquiries.
• Plan and arrange vendor luncheons and set up conference rooms.
• Sort, process and route mail; copy, fax, and file materials as needed.
• Log compliance files and file wires and daily reports.
• Perform other duties as assigned.

Skills

Customer service

Administrative experience

Microsoft Office

Communication

Problem solving

Analytical skills

AI-enabled solutions

Technology aptitude

Education

Associate's degree preferred

Bachelor’s degree preferred

Tools

CRM systems

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a client service and administrative professional in Houston to support branch operations. You will manage client communications, CRM activities, and assist with social media strategy to enhance market visibility.

The role requires strong communication, organizational skills, and the ability to work with financial advisors and internal teams. Prior financial services exposure is a plus, with a focus on accuracy and proactive problem solving.