Branch Operations & Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Business Administration, Banking & Finance, Office Administrator/ Coordinator -
Customer Service/HelpDesk
Banking & Finance, Office Administrator/ Coordinator
ROBERT W. BAIRD & CO. INCORPORATED in Ann Arbor, MI is seeking a polished, client-service oriented administrator to support wealth management operations.
The role partners with financial advisors and PWM teams to manage client service workflows, CRM updates, and marketing activities while ensuring top-tier service standards. You will handle inquiries, assist social media efforts, coordinate branch events, and maintain documentation and vendor relationships.
This role, Branch Operations & Client Services Specialist at Baird Careers, could be your next opportunity.
We appreciate your interest in this position.
Join Baird Careers and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Branch Operations & Client Services Specialist role at Baird Careers, based in Ann Arbor, MI, United States.
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