Wealth Client Experience Specialist
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-09-08
Listing for:
Baird
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Baird is seeking a Client Specialist to deliver exceptional client service and operational support to one or more Financial Advisors in its Private Wealth Management group. You will coordinate onboarding, manage communications, support account operations, and help organize client events to enhance the client experience.
The role emphasizes collaboration with Financial Advisors, adherence to regulatory policies, and proactive management of client relationships through CRM and reporting tools.
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