Client Support Specialist

6 days ago


Onalaska, Wisconsin, United States Robert W. Baird & Co. Full time
Role Summary: Robert W. Baird & Co. is a dynamic financial services company seeking a highly motivated Client Support Specialist to join our team. As a key contributor, you will provide exceptional client service, analyze data to drive business growth, and collaborate with cross-functional teams to deliver high-quality client experiences.

We value diversity and inclusion and encourage applications from talented individuals with 2+ years of relevant work experience. You will be expected to have excellent client service skills, analytical abilities, and proficiency in Microsoft Office suite. In return, we offer a competitive estimated annual salary of $55,000-$65,000, flexible work arrangements, and comprehensive training and support for your career development.

Key Responsibilities:
  • Provide exceptional client service and support for Financial Advisors
  • Analyze market trends and identify opportunities to drive business growth
  • Develop and implement effective client communication strategies
  • Collaborate with cross-functional teams to deliver high-quality client experiences


Benefits:
  • Flexible work arrangements to balance work and personal life
  • Opportunity to work with a talented team of professionals
  • Comprehensive training and support for career development
  • Competitive estimated annual salary range of $55,000-$65,000


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