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Client Service Professional Jobs in Racine, WI (NOW HIRING)

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience--especially when solving complex, nuanced needs for high-net ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience--especially when solving complex, nuanced needs for high-net ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience-especially when solving complex, nuanced needs for high-net-worth ...

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience-especially when solving complex, nuanced needs for high-net-worth ...

US Bank

Custody Client Service Manger

Milwaukee, WI

$16.25 - $18/hr

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. Global Fund ...

U.S. Bank

Custody Client Service Manger

Milwaukee, WI · On-site

$16.25 - $18/hr

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. Global Fund ...

Klein Tax Service

Tax Professional

Milwaukee, WI · On-site

... client-focused approach. Serving individuals and small businesses, Klein Tax Service emphasizes ... Role Description The Tax Professional role is an on-site position based in Milwaukee, WI. In this ...

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How much do client service professional jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for client service professional in Racine, WI is $15.93, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $17.12 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the most commonly searched types of Client Service jobs in Racine, WI?

The most popular types of Client Service jobs in Racine, WI are:

What cities near Racine, WI are hiring for Client Service Professional jobs?

Cities near Racine, WI with the most Client Service Professional job openings:

Client Service Professional jobs near you
Infographic showing various Client Service Professional job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $33,130 per year, or $15.9 per hour.

PAM Client Service Associate

Milwaukee, WI • On-site

Baird Capital
Investment Clubs and Venture Capital Companies • 51 - 200 employees
Learn more about Baird Capitalexternal

$14.25 - $19.75/hr

Other

Posted 28 days ago

Job description

PAM Client Service Associate

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This individual supports all aspects of client service by handling complex and detail-oriented responsibilities in a fast-paced environment. The ideal candidate is highly organized, attentive to accuracy, and committed to providing proactive, high-touch service that reflects Baird's reputation for excellence.

Our service model is grounded in a simple but powerful principle: our clients' interests always come first. We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience—especially when solving complex, nuanced needs for high-net-worth households. Ideal candidates demonstrate exceptional attention to detail, strong organizational skills, and clear, proactive communication. We value individuals who take ownership of their work, approach challenges with maturity, and contribute to a culture of collaboration through honest, solutions-focused dialogue. Our team thrives on mutual trust, professionalism, and a shared commitment to delivering outstanding service.

The Impact You'll Make:

  • Responsible for client onboarding support, including preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan
  • Manages incoming client and Financial Advisor requests—completing the request directly when appropriate or assigning it to the correct team member to ensure timely follow-through
  • Supports the preparation and distribution of tax reporting materials for clients and CPAs across the six yearly tax reporting periods, assembling all necessary information ahead of each deadline
  • 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
  • Updates data for quarterly client reporting, ensuring accuracy and timely inclusion in client deliverables. In addition, coordinates materials needed for client meetings, including paperwork and reports
  • Assists clients with Baird Online by troubleshooting login issues, guiding them through website navigation, and helping them access key account information and documents
  • May also provide back-up to other segments of the PAM Team when necessary, including administrative support in scheduling client appointments, coordinating all aspects of meeting preparation, answering inbound phone calls, sending client communications, as well as perform other duties and special projects as necessary

What You'll Bring to Baird:

  • 2+ years of prior work experience; financial, business or administrative preferred
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird
  • 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 (including e-mail) and ability to adeptly exchange ideas and information
  • Ability to work extra hours during peak periods
  • Strong organizational skills – consistent ability to prioritize workflow in a fast-paced environment to achieve specific goals in a timely manner
  • Detail orientation with an emphasis on accuracy. Critical thinking and proactive problem-solving skills
  • Maintain client confidentiality in all situations
  • Highly reliable, maintains excellent attendance, and approaches work with a strong sense of responsibility and commitment

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