PAM Client Service Associate
On-siteMilwaukee, Wisconsin, United States
Job Summary
Prepare new account paperwork, open accounts, and transition assets for high-net-worth clients while managing incoming requests and assigning them to the appropriate team members. Distribute tax reporting materials across six yearly periods, maintain the CRM system for Financial Advisors, and update data for quarterly client reporting. Troubleshoot login issues for Baird Online and coordinate materials for client meetings. Provide administrative support for scheduling appointments, answering inbound calls, and executing special projects as needed. Requires 2+ years of experience, SIE, Series 7, and Series 66 licenses, with availability for extra hours during peak periods.
Required Qualifications
- 2+ years of prior work experience
- Active Securities Industry Essentials (SIE) Exam
- Series 7
- Series 66
- willingness to study and obtain Series 7 or Series 66 within 18 months of hire
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint)
- ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
- Excellent verbal and written communication skills
- ability to adeptly exchange ideas and information
- Ability to work extra hours during peak periods
- Strong organizational skills
- Detail orientation with an emphasis on accuracy
- Critical thinking and proactive problem-solving skills
- Ability to maintain client confidentiality
- High reliability and excellent attendance
- Strong sense of responsibility and commitment
Desired Qualifications
- financial experience
- business experience
- administrative experience
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