PAM Client Service Associate

Responsible for client onboarding support, including preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan

Manages incoming client and Financial Advisor requests—completing the request directly when appropriate or assigning it to the correct team member to ensure timely follow‑through

Supports the preparation and distribution of tax reporting materials for clients and CPAs across the six yearly tax reporting periods, assembling all necessary information ahead of each deadline

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

Updates data for quarterly client reporting, ensuring accuracy and timely inclusion in client deliverables. In addition, coordinates materials needed for client meetings, including paperwork and reports

Assists clients with Baird Online by troubleshooting login issues, guiding them through website navigation, and helping them access key account information and documents

May also provide back-up to other segments of the PAM Team when necessary, including administrative support in scheduling client appointments, coordinating all aspects of meeting preparation, answering inbound phone calls, sending client communications, as well as perform other duties and special projects as necessary

2+ years of prior work experience; financial, business or administrative preferred

Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird

Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms