Internship – Private Asset Management, Client Services

3 days ago

Milwaukee, Wisconsin, United States Baird Full time

About the Role:

Private Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment consulting for some of the firm's largest institutional investment portfolios including foundations and endowments, pensions and other ERISA plans, companies and trusts and ultra-high net worth families. As an intern, you'll develop a comprehensive understanding of the core operations of our investment consulting business, with exposure to key areas including research, fixed income, portfolio management, and business development

This internship requires working full time during the summer, hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start as soon as January 2026; start date is flexible.

The Impact You'll Make:

  • Assist Client Service, Data and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functions
  • Completion of corporate class action litigation processes for investments held in client accounts, including compilation of historical trade and ownership data, and coordinating the signature and submission process.
  • Maintain and update client information in the Client Relationship Management (CRM) system, supporting task management and workflow processes across PAM teams
  • Participate in all PAM team, Ops/Service Meetings and Service Team meetings and bi-weekly Investment Committee meetings
  • Assist with tax documentation, including compiling necessary documents and generating tax reports as required
  • Prepare reconciliation of incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts
  • Perform additional duties and assist with ad hoc projects as assigned

What You'll Bring to Baird:

  • Pursuing a bachelor's degree in business-related field or liberal arts
  • Anticipated gradation date of May 2027 or later
  • Strong written and verbal communication skills with the ability to communicate ideas effectively within a team environment
  • Demonstrated initiative and a proactive approach to learning and taking on new responsibilities
  • Detail-oriented and exhibits organizational, time management, and problem-solving skills
  • Ability to work in a fast-paced team environment, take direction from multiple sources and remain calm under pressure
  • Exhibit strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures
  • Strong working knowledge of Excel and PowerPoint

About Our Intern Program:

Jumpstart your career with Baird's high-impact summer intern program You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

  • Internship – Private Asset Management, Client Services

    1 day ago

    Milwaukee, Wisconsin, United States Baird Full time

    About the Role:Private Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment consulting for some of the firm's largest institutional investment portfolios including foundations and endowments, pensions and other ERISA plans, companies and trusts and ultra-high net worth families. As an intern, you'll develop a...

  • Internship – Service Desk

    1 week ago

    Milwaukee, Wisconsin, United States Baird Full time $40,000 - $60,000 per year

    About The RoleIT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are...

  • Commercial Banking Rotational Internship 2026

    1 week ago

    Milwaukee, Wisconsin, United States Johnson Financial Group Full time $40,000 - $60,000 per year

    Overview:Looking for an internship where you feel inspired, challenged and empowered to succeed?Start building a great foundation with an internship at Johnson Financial Group…one that challenges you to grow, equips you with hands-on experience, and empowers you to make an impact from day one.Johnson Financial Group is Wisconsin's largest privately held,...

  • Client Assistant

    1 week ago

    Milwaukee, Wisconsin, United States Baird Full time $60,000 - $120,000 per year

    About the Role:   As a Client Assistant 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...

  • Client Services Coordinator

    5 days ago

    Milwaukee, Wisconsin, United States Community Medical Services Full time $30,000 - $50,000 per year

    Part-time Description Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You'll play a key role in coordinating client care, including scheduling...

  • Client Services Manager Specialist

    7 days ago

    Milwaukee, Wisconsin, United States FIS Full time $106,000 - $179,430 per year

    Position TypeFull timeType Of HireExperienced (relevant combo of work and education)Education DesiredBachelor of Commerce/BusinessJob DescriptionEvery day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate...

  • Cyber Client Manager

    6 days ago

    Milwaukee, Wisconsin, United States M3 Insurance Solutions Full time $90,000 - $120,000 per year

    The OpportunityAre you a cyber insurance specialist ready to play a crucial role in the specialized coverage expertise of a dynamic insurance brokerage? As a Cyber Client Manager at M3, you'll be at the forefront of our cyber insurance operations, providing expert support to our Property & Casualty Sales Team while serving as the go-to resource for cyber...

  • Sr Client Service Associate

    1 day ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans...

  • Summer 2026 Student Internship

    4 days ago

    Milwaukee, Wisconsin, United States Versiti, Inc. Full time

    OverviewVersiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together...

  • Client Relationship Manager

    1 day ago

    Milwaukee, Wisconsin, United States VisionBank Full time

    Summary The Client Relationship Manager is responsible for providing personalized financial service and guidance to a portfolio of high–net-worth and emerging affluent clients. This role combines attentive relationship management with a community-focused approach to business development. The Relationship Manager ensures each client receives exceptional...