Client Specialist
Wausau, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Wausau, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Madison, WI · On-site
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 ...
Client Specialist
Madison, WI · On-site
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 ...
Client Specialist
Oconomowoc, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Oconomowoc, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Process requests received via Liquid Office related to Client Onboarding and Maintain Account processes * Utilize issue tracking system to manage, document, report and analyze incoming client ...
New
Process requests received via Liquid Office related to Client Onboarding and Maintain Account processes * Utilize issue tracking system to manage, document, report and analyze incoming client ...
New
Client Specialist
Wausau, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Wausau, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Oconomowoc, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Oconomowoc, WI · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Service Specialist
Waukesha, WI · On-site
$55K - $70K/yr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Client Service Specialist
Waukesha, WI · On-site
$55K - $70K/yr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Quick apply
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Services Associate I - Wealth Management Department
Madison, WI · On-site
$25.46/hr
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Services Associate I - Wealth Management Department
Madison, WI · On-site
$25.46/hr
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Client Service Specialist
Waukesha, WI · On-site
$17 - $22.50/hr
Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with appointment preparation and follow-up activities. * Maintain accurate client records and documentation ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine ...
Client Specialist
Madison, WI · On-site
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 ...
Client Specialist
Madison, WI · On-site
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 ...
Client Specialist
Madison, WI · On-site
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 ...
Client Specialist
Madison, WI · On-site
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 ...
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 ...
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 ...
Client Onboarding information
See Wisconsin salary details
$15.04 - $18.59
4% of jobs
$18.59 - $22.15
11% of jobs
$22.15 - $25.70
5% of jobs
$26.40 is the 25th percentile. Wages below this are outliers.
$25.70 - $29.25
25% of jobs
The median wage is $30.01 / hr.
$29.25 - $32.80
22% of jobs
$34.78 is the 75th percentile. Wages above this are outliers.
$32.80 - $36.35
14% of jobs
$36.35 - $39.90
8% of jobs
$39.90 - $43.45
2% of jobs
$43.45 - $47
0% of jobs
$47 - $50.56
5% of jobs
$50.56 - $54.11
3% of jobs
$15
$32
$54
How much do client onboarding jobs pay per hour?
As of Aug 20, 2026, the average hourly pay for client onboarding in Wisconsin is $32.32, according to ZipRecruiter salary data. Most workers in this role earn between $26.20 and $35.19 per hour, depending on experience, location, and employer.
What is a client onboarding?
A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.
What are the key skills and qualifications needed to thrive in client onboarding?
To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.
What are some common challenges faced in client onboarding, and how can I effectively overcome them?
Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.
How to become a client onboarding specialist?
To become a client onboarding specialist, candidates typically need a bachelor's degree in business, communications, or a related field, along with strong communication and organizational skills. Experience in customer service, account management, or sales can be beneficial, and familiarity with customer relationship management (CRM) tools is often required. Certifications in project management or customer success can enhance prospects in this role.
What are the most commonly searched types of Client Onboarding jobs in Wisconsin?
The most popular types of Client Onboarding jobs in Wisconsin are:
What are popular job titles related to Client Onboarding jobs in Wisconsin?
For Client Onboarding jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Wisconsin look for?
The top searched job categories for Client Onboarding jobs in Wisconsin are:
Full-time
Re-posted 11 days ago
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:
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.