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Financial Advisor Banking & Finance

Wealth Client Experience Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Milwaukee is seeking a Client Specialist to enhance client experience through service and operational support. Responsibilities include managing client onboarding, coordinating events, and maintaining communication channels with clients. Ideal candidates will have strong organizational skills, excellent communication abilities, and a willingness to obtain relevant securities licenses within a specified timeframe. A Bachelor's degree is preferred but not required.
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