Wealth Management Client Experience Coordinator
Listed on 2026-11-06
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Baird is seeking a Client Specialist in Milwaukee, WI to deliver exceptional client service and support to Financial Advisors. You will coordinate onboarding, manage communications, and assist with account operations and client events.
Ideal candidates have 2+ years of experience, strong communication skills, and proficiency with Microsoft Office and CRM platforms. Active licensing may be required in time, with training provided by Baird.
We are currently recruiting a Wealth Management Client Experience Coordinator for our team in Milwaukee, WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Experience Coordinator role in the description above.
We appreciate your interest in this position.
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