Client Service Associate

7 days ago


Janesville, Wisconsin, United States Robert W. Baird & Company, Inc. Full time

Key Responsibilities:

As a Client Assistant at Robert W. Baird & Company, Inc., you will provide exceptional client service and operational support to one or more Financial Advisors. Your primary focus will be on client onboarding coordination, which includes managing relationships with Financial Advisors and ensuring seamless transitions for clients.

Key Skills:

  • Exceptional client service and communication skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Proficiency in software applications relevant to the role

What We Offer:

Robert W. Baird & Company, Inc. offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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