Wealth Management Operations Specialist

A financial services firm in Milwaukee is seeking an AFAT Operations Specialist. This role involves client onboarding, managing account transactions, and preparing meeting materials while ensuring excellent client service. The ideal candidate has over 2 years of experience and possesses strong communication and organizational skills. Additional training will be provided for necessary licenses, and the firm is committed to diversity in hiring.
We have an opening for a Wealth Management Operations Specialist in Milwaukee, WI, United States within Management & Operations. This role, Wealth Management Operations Specialist at Baird, could be your next career step. Are you ready to take on the Wealth Management Operations Specialist role at Baird? We would love to welcome a new Wealth Management Operations Specialist to our organisation in Milwaukee, WI, United States.

For the Wealth Management Operations Specialist position at Baird, we are reviewing applications now.