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Wealth Management Client Specialist
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-08-27
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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.
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