Description
Baird is hiring a Client Assistant to provide client service and operational support to Financial Advisors in its Private Wealth Management business. The role coordinates onboarding, account paperwork, communications, CRM management, client events, investment research, and transaction support, while maintaining regulatory compliance. Candidates need at least two years of relevant experience, strong communication and organizational skills, Microsoft Office proficiency, and the ability to obtain the SIE, Series 7, and Series 66 licenses within 18 months; a bachelor’s degree is preferred but not required. Compensation is $22.16–$29.29 per hour with bonus potential of up to 8.5% of base pay.
