Client Specialist

Robert W. Baird & Co. Incorporated

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist based in Milwaukee, Wisconsin. This role involves managing client service operations, ensuring compliance with regulatory policies, and providing support for Financial Advisors. Candidates should have a strong focus on client service and proficiency in Microsoft Office. The position promotes a flexible work-life balance in a fast-paced environment, emphasizing teamwork and client success. Additional training for industry licenses is provided to enhance professional growth. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Client Specialist in Milwaukee, WI vacancy

Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)
...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Mequon, Milwaukee As a Client Support Specialist, you...
Suggested
Full time
Remote work
Fidelity Investments
Brookfield, WI
21 hours ago
Client Support Specialist
...Client Support Specialist Are you searching for a job where you look forward to each day's challenges and rewards? At Curative Care, you can be part of a team of excited individuals making a real difference in family's lives. We offer a great, fully immersive training...
Suggested
Immediate start
Curative Care
Milwaukee, WI
1 day ago
Remote Client Relations Specialist
$80k
...Client relations specialist • milwaukee wi Last updated: 7 hours ago Full-time Senior Client Account Specialist.Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and internati...
Suggested
Hourly pay
Permanent employment
Full time
Work at office
Immediate start
Remote work
Work from home
Monday to Friday
Camirand Travel
Milwaukee, WI
11 hours ago
Customer Service Associate
$17 per hour
The Customer Service Associate provides customer service that is above and beyond for customer satisfaction and retention creating a culture of empowerment for employees to provide excellent customer service. Responsible for first contact resolution and the customer ...
Suggested
Part time
Immediate start
Worldwide
Shift work
Hertz
Milwaukee, WI
14 hours ago
Client Service Support Rep
...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions...
Suggested
Work experience placement
Work at office
Flexible hours
Baird Capital
Milwaukee, WI
21 hours ago
Client Experience Specialist
...Client Experience Specialist Expert Institute is #1 technology platform connecting litigation attorneys with expert witnesses. We are pioneers and disruptors in the legal space. Simply put, we pair attorneys with the perfect expert witnesses to win high-stakes cases...
Expert Institute
Milwaukee, WI
21 hours ago
Office Assistant II
$17.75 per hour
We Energies, a subsidiary of WEC Energy Group, is seeking a Office Assistant II in our Milwaukee, Wisconsin location. This position is represented by L2150.Job Responsibilities The Office Assistant II, provides intermediate administrative support to office operations...
Full time
Contract work
Temporary work
Work at office
Local area
Shift work
Career finder
Milwaukee, WI
2 days ago
Director, Customer Service
$114.6k - $171.9k
...employees and associates in our partner dental practices and operate nationwide. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and...
Full time
Temporary work
Work at office
Local area
Flexible hours
Sun Life
Milwaukee, WI
2 hours ago
Client Services Representative
...LONG TERM CARE CLIENT SERVICES REP, WDL; CASUAL - Varied Shifts - 174791 US:WI:MILWAUKEE | ALLIED HEALTH | OPTIONAL PART TIME .001 Posted a week ago Description Wisconsin Diagnostic Laboratories (WDL) is a wholly owned subsidiary of The Froedtert & the Medical College...
Temporary work
Part time
Traineeship
Work experience placement
Casual work
Flexible hours
Shift work
Wisconsin Diagnostic Laboratories
Milwaukee, WI
1 day ago
Client Service Representative
$13.75 per hour
...Client Services Representative - Milwaukee Campus Milwaukee Campus - Milwaukee, WI Overview Salary Range $13.75 Hourly Position Type Part Time Education Level None Travel Percentage None Category Nonprofit - Social Services Description How you'll impact...
Hourly pay
Full time
Temporary work
Part time
Flexible hours
Rotating shift
Weekend work
Afternoon shift
Wisconsin Humane Society
Milwaukee, WI
1 day ago
Customer Service Representative
Description: Tsubaki KabelSchlepp, located in Milwaukee, WI, is the moving cable and hose carrier industry pioneer, with over a half a century of break-through innovation that is perpetually a step ahead of our customer needs. Essential Job Functions and Responsibilities...
Full time
Temporary work
Work at office
Flexible hours
Tsubaki Kabelschlepp America, Inc Careers
Milwaukee, WI
1 day ago
Epicor Part/Product Configurator Support Specialist (CPQ KBMax)
An established company is seeking a Technical Consultant with expertise in Epicor Kinetic to enhance system functionality and support user engagement. This role will involve collaborating with various teams to deliver tailored solutions that meet business objectives and...
Remote work
Tenth Revolution Group
Milwaukee, WI
4 days ago
Product Support Specialist
$50k - $77.5k
Our client, a leading manufacturer of commercial snow and ice control equipment, is seeking a Product Support Specialist to join their team. As a Product Support Specialist, you will be part of the Technical Service team supporting dealers, distributors, and end users...
Temporary work
Shift work
Day shift
Manpower Inc
Milwaukee, WI
21 hours ago
Customer Service Rep
$14.6 per hour
Customer Service Rep Starting at $14.60 per hour With a career at HMSHost, you really benefit! We Offer: ~ Health, dental and vision insurance ~ Generous paid time off (vacation, flex or sick) ~ Holiday pay ~ Meal and Transportation Benefits ~401(k) ...
Hourly pay
Local area
Flexible hours
HMSHost
Milwaukee, WI
3 days ago
Milwaukee, WI (Customer Service Attendant)
$13 - $15 per hour
Customer Service Attendant Join Our Team at Clean Laundry Part-Time Customer Service Attendant Location: Clean Laundry - Milwaukee, WI Pay: $13-$15/hour (performance-based raises) Hours: 1215 hours per week (34 hour shifts) Clean Laundry is seeking a dependable, detail...
Part time
Shift work
Clean Laundry
Milwaukee, WI
21 hours ago
Tech Stores / Supply Clerk
$16 per hour
Technical Store / Supply Clerks are responsible for maintaining a safe warehouse environment and an accurate inventory system. Air Wisconsin Clerks pride themselves on working efficiently and properly handling aircraft parts, materials, and supplies in accordance with...
Full time
Night shift
Air Wisconsin Airlines
Milwaukee, WI
1 day ago
Customer Service Rep(02068) - W Forest Home Ave
Customer Service Rep You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of...
Extra income
Full time
Part time
Second job
Night shift
Domino's Pizza LLC
Milwaukee, WI
8 days ago
Customer Service Specialist
...Customer Service Specialist At National Business Furniture (NBF), we believe in the power of inspiring workspaces to help people achieve great things. For over 50 years, we have partnered with hundreds of thousands of organizations, from startups to Fortune 500 companies...
Work at office
Remote work
Monday to Friday
National Business Furniture
Milwaukee, WI
4 days ago
Call Center Representative
Empire Home Remodeling expects nothing less than your best and we are seeking individuals that are a master of their craft, great communicators, attention to details and willing to provide a white glove level of service that our homeowners deserve and expect. We at ...
Full time
Bath Concepts Independent Dealers
Milwaukee, WI
4 days ago
Call Center Representative
$36k - $40k
...Description At Swift7 Consultants, we are committed to delivering exceptional service and creating positive experiences for both our clients and customers. We believe that great teams are built through collaboration, professionalism, and a dedication to excellence. As we...
Full time
Alphabe Insight Inc
Milwaukee, WI
2 days ago
Part-Time Focus Group Panelists. Call Center Agent Welcome. No Experience
$750 per week
ApexFocusGroup collaborates with research firms, universities, and trusted brands to gather genuine consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences.Role...
Part time
Casual work
Remote work
Flexible hours
AFG
Milwaukee, WI
3 days ago
Customer Service Specialist
$48k - $58k
...more. Base pay range $48,000.00/yr - $58,000.00/yr Corporate Resources, on behalf of our client located in Brookfield, WI, is hiring a full-time, permanent Customer Service Specialist. We are seeking someone with a passion for precision, driven by technology, and fueled...
Permanent employment
Full time
Work at office
Corporate Resources
Brookfield, WI
3 days ago
Customer Service Associate I
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions...
Contract work
Part time
Local area
Dollar Tree
Milwaukee, WI
3 days ago
Customer Service Representative
Customer Service Representative Brady Corporation is seeking a Customer Service Representative that will provide new and existing customers with the best possible service in relation to billing inquiries, service requests, suggestions and complaints while adhering to SOX...
Brady
Milwaukee, WI
3 days ago
Customer Service Agent
....00 Join Our Team at Magical Destinations Travel Your Gateway to a Rewarding Career in Travel! Are you passionate about your clients and delivering outstanding customer service? Magical Destinations Travel is on the lookout for a Customer Service Agent to enhance...
Full time
Part time
Remote work
Flexible hours
Magical Destinations Travel
Milwaukee, WI
10 days ago
Customer Service Representative 2026
Customer Service Representative Lake Michigan's Fast Ferry is looking for motivated, reliable Customer Service Representatives for our upcoming season! The Lake Express Ferry travels between Milwaukee, Wisconsin and Muskegon, Michigan twice a day, with a third round...
Full time
Part time
Summer work
Seasonal work
Night shift
Weekend work
Afternoon shift
Early shift
Lake Express high speed fery
Milwaukee, WI
14 days ago
Alterations Customer Service Representative
Best Job Ever Minimal weekday hours required (join for weekends only!) Generous Team Member discount $400 bonus for every referral hired with NO LIMIT * Competitive hourly pay rates & team bonus Get Paid Early! * Additional terms and conditions apply. ...
Hourly pay
Part time
Weekend work
Weekday work
David's Bridal
Brookfield, WI
4 days ago
Customer Service Associate I
Join our team as a Customer Service Associate and deliver outstanding shopping experiences. Engage with customers, manage transactions, and keep the store organized. If you have strong communication, organizational, and problem-solving skills, and enjoy a dynamic retail...
Dollar Tree
Cudahy, WI
4 days ago
Customer Service Support Specialist
...Customer Service and Support Specialist Kelly Services is currently recruiting for Customer Service Support to support the Net Promoter System for our client, one of the world’s leading innovative technology communication companies, at its location in Research Triangle...
Hourly pay
Work experience placement
Direct Staffing Inc
Milwaukee, WI
3 days ago
Customer Service Representative
$14 - $20 per hour
...carry on a business conversation with customers and decision makers. Consultatively sell and make recommendations to prospects and clients using various products and Brand Standards. Identify sales prospects and contact these using a "drill down" and "share of wallet" concept...
Hourly pay
Work at office
FastSigns
Milwaukee, WI
21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Specialist. Be the first to apply!