Client Specialist
Janesville, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Janesville, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Janesville, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Janesville, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...
Client Specialist
Madison, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
Client Specialist
Madison, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
Client Specialist
Janesville, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
Client Specialist
Janesville, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
Client Specialist
Janesville, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
Client Specialist
Janesville, WI · On-site
If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
Quick apply
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
PRIMARY FUNCTION This position will work directly with the collective sales team to assist in managing the client relationship and project requirements. Participate in the client relationship ...
Client Relations Associate
Madison, WI · On-site
$40K - $50K/yr
Collaborate with internal teams to ensure client needs are met and service quality is upheld. * Assist in onboarding new clients and guiding them through processes or services. * Gather client ...
Quick apply
Client Relations Associate
Madison, WI · On-site
$40K - $50K/yr
Collaborate with internal teams to ensure client needs are met and service quality is upheld. * Assist in onboarding new clients and guiding them through processes or services. * Gather client ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Representative
Evansville, WI · On-site
$16 - $21.25/hr
Research and assist in problem solving all other client issues/concerns as needed. * Take ownership of every call whether it requires a call back, extended research, or assistance from other ...
Client Support Representative
Evansville, WI · On-site
$16 - $21.25/hr
Research and assist in problem solving all other client issues/concerns as needed. * Take ownership of every call whether it requires a call back, extended research, or assistance from other ...
Client Support Representative
Waunakee, WI · On-site
$16.75 - $22.25/hr
Research and assist in problem solving all other client issues/concerns as needed. * Take ownership of every call whether it requires a call back, extended research, or assistance from other ...
Client Support Representative
Waunakee, WI · On-site
$16.75 - $22.25/hr
Research and assist in problem solving all other client issues/concerns as needed. * Take ownership of every call whether it requires a call back, extended research, or assistance from other ...
Client Assistant information
See Madison, WI salary details
$18K - $20.4K
3% of jobs
$20.4K - $22.8K
3% of jobs
$22.8K - $25.2K
3% of jobs
$25.2K - $27.7K
0% of jobs
$27.7K - $30.1K
0% of jobs
$30.1K - $32.5K
5% of jobs
$33.4K is the 25th percentile. Wages below this are outliers.
$32.5K - $35K
27% of jobs
The median wage is $36.3K / yr.
$35K - $37.4K
15% of jobs
$37.4K - $39.8K
15% of jobs
$40.6K is the 75th percentile. Wages above this are outliers.
$39.8K - $42.2K
11% of jobs
$42.2K - $44.7K
18% of jobs
$18K
$36.7K
$44.7K
How much do client assistant jobs pay per year?
As of Jun 27, 2026, the average yearly pay for client assistant in Madison, WI is $36,729.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,497.00 and $42,721.00 per year, depending on experience, location, and employer.
What does a Client Assistant do?
A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.
What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?
To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.
How does a Client Assistant typically collaborate with other departments to ensure excellent client service?
Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Madison, WI? The most popular types of Client jobs in Madison, WI are:
Baird rating
8.6
Based on 8 frontline employees who took The Breakroom Quiz
Job description
About the Role:
As a Client Specialist 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 events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
What You'll Bring to Baird:
#LI-PWM3
As a Client Specialist 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 events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
- Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
- Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
- Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
- May schedule client appointments and/or conference room for appointments.
- Assemble/generate materials including paperwork and reports for client meetings.
- Understand and ensure business adherence with firm and financial industry regulatory policies.
- May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
- 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.
- May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
- Seek ways to enhance FA(s) business effectiveness and marketability.
- Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
- May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
- May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
- Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
- 2+ years of prior industry and/or administrative work experience.
- Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the 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.
- Detail oriented with an emphasis on accuracy.
- Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
- Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
- Good analytical and critical problem-solving skills.
- Bachelor's degree preferred, not required.
#LI-PWM3