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Private Client Associate Jobs in Wisconsin (NOW HIRING)

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

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 ...

Sorren, Inc.

Tax Senior Associate

Madison, WI · On-site

$82K - $101K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

Sorren, Inc.

Tax Senior Associate

Madison, WI · On-site

$75 - $110/hr

... and private client services.At Sorren, we believe that success is a shared journey. Our culture ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

Sorren, Inc.

Tax Senior Associate

Madison, WI

$82K - $101K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

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Private Client Associate information

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Wisconsin?

For Private Client Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Wisconsin look for?

The top searched job categories for Private Client Associate jobs in Wisconsin are:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

PAM Client Service Associate

Robert W Baird & Co

Milwaukee, WI • On-site

$14.25 - $19.75/hr

Full-time

Posted 21 days ago

Job description

About the Role:
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 matter
  • 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

#LI-PWM3
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.

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