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Private Wealth Client Services Specialist
Job in
Town of Wausau, Wausau, Marathon County, Wisconsin, 54401, USA
Listed on 2026-06-26
Listing for:
Baird
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Baird is seeking a Client Specialist in the Town of Wausau, Wisconsin. This role is crucial for delivering exceptional client service and operational support to Financial Advisors. You will assist with client onboarding, communication management, and account operations, directly impacting the success of Baird’s Private Wealth Management.
The ideal candidate will have 2+ years of experience and proficiency in Microsoft Office. A background in financial services is preferred. Baird provides training if not fully licensed, supporting your professional growth.
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