Strategic Client Experience Lead - Onboarding & Growth

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Senior Client Specialist in Waukesha, Wisconsin. The role includes managing client onboarding, supporting Financial Advisors, and ensuring compliance with industry regulations. Ideal candidates should have over 5 years of experience in the finance industry, relevant licenses, and strong communication and analytical skills. Proficiency in Microsoft Office and CRM systems is essential. This position offers dynamic engagement in wealth management and business development opportunities. J-18808-Ljbffr