Madison, Wisconsin, United States · On-site
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Onboarding, Account Operations, CRM Management, Financial Industry Compliance, Microsoft Office Suite
Onalaska, Wisconsin, United States · On-site
$52k–$56k/yr
Welcome to Destination Pet. We are One Pack- a united team working together to elevate the love and lives of pet families. Our pet-obsessed professionals create a connected care network of trustworthy partners who bring …
Skills: P&L Management, People Management, Customer Service, Inventory Management, Staff Scheduling
Madison, Wisconsin, United States · Hybrid
$29k–$49k/yr
The Customer Service Operations Associate (CSOA) / Processing Specialist (PS) is responsible for ensuring the Processing Team creates and submits accurate filing documents that align with customer requirements and applic…
Skills: Attention To Detail, Written Communication, Verbal Communication, Data Analysis, Research
Green Bay, Wisconsin, United States · On-site
$20/hr–$31/hr
Department: 10475 Enterprise Revenue Cycle - BayCare Medical Center WI Arrival Status: Part time Benefits Eligible: Yes Hours Per Week: 20 Schedule Details/Additional Information: Approximate Schedule: Week 1: Sunday and…
Skills: Patient Registration, Insurance Verification, Customer Service, EPIC EMR, HIPAA Compliance
Oshkosh, Wisconsin, United States · On-site
Summary Apex Financial Group is an independent financial services practice of Thrivent, a faith-based, not-for-profit financial services organization serving approximately 2.6 million members. As a Fortune 500 organizati…
Skills: Client Communication, Scheduling, Office Coordination, Data Entry, Microsoft Word
Brown Deer, Wisconsin, United States · On-site
Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improv…
Skills: Venipuncture, Capillary Techniques, Specimen Collection, Data Entry, Billing Processing
Appleton, Wisconsin, United States · On-site
Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improv…
Skills: Venipuncture, Capillary Techniques, Specimen Collection, Data Entry, Customer Service
Hudson, Wisconsin, United States · On-site
Location: Jerry's Foods Hudson Reports to: Grocery Manager Classification: Part Time Union Rate of Pay: Progressive scale up to $16.50 / hour, based on experience Hours: Sunday – Saturday, varied hours, overnight Jerry’s…
Skills: Stocking, Merchandising, Customer Service, Inventory Rotation, Forklift Operation
Madison, Wisconsin, United States · On-site
$16/hr–$25/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
Portage, Wisconsin, United States · On-site
Job Description: General Function / Summary: As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Store Managers are responsible for daily operations and …
Skills: Store Management, Cash Handling, Customer Service, Sales Leadership, Staff Scheduling
Milwaukee, Wisconsin, United States · On-site
$65k–$78k/yr
About Virtualite Virtualite Business Process Outsourcing Services partners with entrepreneurs and growing organizations to streamline operations through virtual support and digital process management solutions. Our focus…
Skills: Sales, Business Development, Client Consulting, Communication, Presentation
De Pere, Wisconsin, United States · On-site
Job DetailsJob Location: COUNTRY STORE DE PERE - DE PERE, WI 54115Customer Service Representative – Part-Time Country Visions Cooperative Country Store is looking to hire a part-time Customer Service Representative…
Skills: Customer Service, Cashiering, Communication Skills, Basic Math, Computer Skills
La Crosse, Wisconsin, United States · On-site
Position Summary: A Member Advocate I, is essential in helping MCU deliver on our mission within our community! Serve as a resource and educator for our members and an ambassador of the credit union. Find opportunities t…
Skills: Problem Solving, Microsoft Office Suite, Written Communication, Verbal Communication, Cash Handling
Waunakee, Wisconsin, United States · On-site
Position Summary The Stylist provides various hair services and treatments that improve the guest’s overall sense of well-being and enhances the club experience. Some services include haircuts, perms, coloring, highlight…
Skills: Haircutting, Hair Coloring, Highlighting, Foiling, Perms
Oshkosh, Wisconsin, United States · On-site
Job DetailsJob Location: Bank First Oshkosh - Oshkosh, WI 54903Why Work at Bank First At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, …
Skills: Customer Service, Cash Handling, Communication, Interpersonal Skills, Microsoft Word
Baraboo, Wisconsin, United States · On-site
$15/hr–$16/hr
Values & Innovation At Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - ser…
Skills: Customer Service, Sales, Inventory Management, Point Of Sale, Omni-channel Fulfillment
Baraboo, Wisconsin, United States · On-site
Part-Time Make BIG Money at Menards! Extra $3 per hour on Sat/Sun Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental Plan On-the-job traini…
Skills: Customer Service, Loading And Unloading, Motorized Equipment Operation, Inventory Management, Retail Operations
Oshkosh, Wisconsin, United States · On-site
CULTIVATE A BETTER WORLD Food served fast does not have to be a typical fast-food experience. Chipotle has always done things differently, both in and out of our restaurants. We are changing the face of fast food, starti…
Skills: Restaurant Management, P&L Management, Scheduling, Food Safety, Sales Forecasting
Wisconsin Rapids, Wisconsin, United States · On-site
$20/hr–$24/hr
Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll …
Skills: Auto Glass Installation, Glass Repair, Recalibration, Diagnostic Testing, Hand Tools
Fond du Lac, Wisconsin, United States · On-site
Job Description: General Function / Summary: As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Assistant Store Managers are a front-line brand ambassad…
Skills: Customer Service, Cash Handling, Sales, Active Listening, Verbal Communication
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The Client Specialist provides operational support to Financial Advisors by coordinating client onboarding and managing account operations. They are responsible for maintaining CRM systems, handling client communications, and organizing client events to enhance business effectiveness.
Candidates need 2+ years of industry or administrative experience and must hold or obtain SIE, Series 7, and Series 66/63/65 licenses within 18 months. Proficiency in Microsoft Office and strong communication skills are required, with a bachelor's degree preferred.
About the Role:
As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You’ll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team’s social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.
What You’ll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor’s degree preferred, not required.
#LI-PWM3
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
Based on 1166 listings with disclosed salaries, most customer service & support jobs in Wisconsin pay between $45k–$100k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Domino's, Kwik Trip, Inc., Marcus Corporation, Festival Foods, Kroger, among others. Browse the listings above to see every active employer.
Yes — 738 of the 16059 open customer service & support positions offer remote or hybrid work (314 remote, 424 hybrid).
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