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Wealth Client Experience Specialist

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: Robert W. Baird & Co.
Full Time position
Listed on 2026-02-18
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Appleton is seeking a Client Specialist to deliver top-notch client service and operational support to Financial Advisors. You will manage client onboarding, maintain communications, and support account operations to enhance the client experience. The role requires strong organizational and communication skills, along with proficiency in Microsoft Office. This position provides the opportunity for professional development with licensing training offered by the company.
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