Wealth Client Experience Specialist
Job in
Janesville, Rock County, Wisconsin, 53546, USA
Listed on 2026-07-06
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Janesville, Wisconsin. The role plays a pivotal part in delivering outstanding client service and operational support to Financial Advisors, ensuring a tailored experience for clients. Responsibilities include managing client onboarding and assisting in proposal generation.
The ideal candidate has 2+ years of experience, excellent communication skills, and is proficient in Microsoft Office. This position requires strong organizational and analytical skills to drive business effectiveness.
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