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Client Implementation Jobs in Madison, WI (NOW HIRING)

Baird

Client Specialist

Janesville, WI · On-site

... 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 ...

Baird Capital

Client Specialist

Janesville, WI

... 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 ...

Robert W Baird & Co

Client Specialist

Janesville, WI · On-site

... 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 ...

Robert W Baird & Co

Client Specialist

Janesville, WI

... of implementing well-defined client service models. * May organize and coordinate seminars and client eventsatthe direction of Financial Advisor(s). Develops client lists, designs material and ...

Baird

Client Specialist

Janesville, WI

... 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 ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

Ensure exceptional service standards by monitoring client interactions and implementing follow-up procedures. * Prepare documentation, reports, and communications to support client projects and ...

National CooperativeRx

Be Seen First

Client and New Business Associate

Madison, WI · On-site

The Client and New Business Associate is an entry to middle level position supporting account ... sales implementation process between the new members, PBM, broker/agent/consultants/TPAs and ...

The QTI Group

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

Document client service activity in Salesforce, while assisting in the execution of specific service delivery models for clients, including in the implementation of specified technology and tools.

Fleetworthy

Shared Services Manager

Madison, WI

Partner closely with Implementation and Services teams to support: * Job class builds and tracked document settings * Driver and asset list imports * EFleet form builds and updates * Client manuals ...

Bank of Montreal

Client Service Analyst

Madison, WI · On-site

$41.71K - $77.50K/yr

Coordinates and executes specific activities for the implementation of strategic initiatives ... Organizes client files and ensures proper documentation. * Supports the assigned advisors and ...

BMO Capital Markets

Client Service Analyst

Madison, WI · On-site

$41.71K - $77.50K/yr

Coordinates and executes specific activities for the implementation of strategic initiatives ... Organizes client files and ensures proper documentation. * Supports the assigned advisors and ...

Fleetworthy

Shared Services Manager

Madison, WI · On-site

Partner closely with Implementation and Services teams to support: * Job class builds and tracked document settings * Driver and asset list imports * EFleet form builds and updates * Client manuals ...

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Client Implementation information

See Madison, WI salary details

$39.3K

$104.3K

$169.3K

How much do client implementation jobs pay per year?

As of May 30, 2026, the average yearly pay for client implementation in Madison, WI is $104,308.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $121,900.00 per year, depending on experience, location, and employer.

What is a Client Implementation job?

A Client Implementation job involves onboarding new clients and ensuring they successfully integrate a company's products or services into their operations. This role requires coordinating between internal teams and clients to manage timelines, troubleshoot issues, and customize solutions based on client needs. Strong project management, communication, and problem-solving skills are essential. The goal is to ensure a smooth transition and a positive client experience, leading to long-term satisfaction and retention.

What are the key skills and qualifications needed to thrive in the Client Implementation position, and why are they important?

To thrive in a Client Implementation role, you need strong project management abilities, problem-solving skills, and experience in customer onboarding, often supported by a degree in business, IT, or a related field. Familiarity with CRM software, project management tools (like Asana or Jira), and sometimes industry-specific certifications can be highly beneficial. Exceptional communication, attention to detail, and the ability to manage expectations set top performers apart. These skills are essential to ensure smooth client transitions, maintain satisfaction, and drive successful adoption of services or products.

What are typical daily responsibilities in a Client Implementation role?

In a Client Implementation position, your daily tasks often include coordinating with clients to understand their requirements, managing project timelines, and delivering onboarding or training sessions. You’ll work closely with internal teams such as sales, product, and support to ensure a seamless setup and address any client questions or technical issues that arise. Documenting progress, troubleshooting problems, and providing feedback to improve processes are also common activities. This means you’ll balance client interaction, internal collaboration, and hands-on project execution every day.
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Client Implementation jobs near you
Infographic showing various Client Implementation job openings in Madison, WI as of May 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 7% Hybrid, and 7% Remote job distribution, with an average salary of $104,308 per year, or $50.1 per hour.
Client Specialist

Client Specialist

Baird

Janesville, WI • On-site

Full-time

Posted 3 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

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:
  • 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.

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