Client Service Specialist Jobs in Wisconsin
Client Service Specialist jobs in Wisconsin are consistently active, with demand concentrated in financial services, insurance, healthcare administration, and business process outsourcing across Milwaukee, Madison, and Green Bay. Large employers with deep roots in Wisconsin, including Northwestern Mutual, American Family Insurance, and Fiserv, hire client service specialists at every level from entry-level associates to senior relationship managers. The most in-demand specialties right now are financial account servicing, healthcare client onboarding, and B2B account management. Find a role that fits below and apply directly.
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Showing 5 of 21+ Client Service Specialist jobs
Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Racine, WI
- Private Wealth Management
- R20261064
- On-Site
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.
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
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- 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
- - 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
#LI-PWM3
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More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.
- Racine, WI
- Private Wealth Management
- R20261064
- On-Site
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.
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
- Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
- 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
- - 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
#LI-PWM3
Related Jobs
Client Specialist
Save
Saved
- Grass Valley, CA
Client Specialist
Save
Saved
- Fort Worth, TX
Client Specialist
Save
Saved
- Wausau, WI
More About Our Firm
The Baird Way
What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.
Our Multicultural Community Conference
This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.
Honored to be a Best Place to Work
More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
See All 21 Client Service Specialist Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find JobsClient Service Specialist Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Client Service Specialist Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
What Wisconsin Employers Look For
The qualifications that appear most often in client service specialist jobs across Wisconsin.
- One to three years of customer-facing service or account management experience required
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics preferred
- Strong written and verbal communication skills with professional phone etiquette
- Ability to manage multiple client accounts and prioritize competing deadlines
- Associate or bachelor's degree in business, communications, or a related field preferred
- Experience with financial products, insurance policies, or healthcare billing processes a plus
Client Service Specialist Jobs in Wisconsin: Frequently Asked Questions
How do you become a client service specialist in Wisconsin?
Most Wisconsin employers hire client service specialists with a high school diploma or associate degree, though a bachelor's degree in business, communications, or a related field strengthens your application. The role has no state-issued license in Wisconsin, but specializing in insurance or financial services may require a Wisconsin insurance producer license issued through the Office of the Commissioner of Insurance. Building experience in customer support, billing, or account coordination roles is the most direct path to a specialist position.
Which companies hire client service specialists in Wisconsin?
Employers hiring client service specialists in Wisconsin right now include Baird, Kestra Financial, and BMO Financial, based on current listings on Migrate Mate as of September 2026. Wisconsin's dense concentration of insurance carriers, financial institutions, and healthcare networks means client service roles turn over regularly and are posted year-round across the state.
Which Wisconsin cities have the most client service specialist jobs?
Milwaukee, Sheboygan, and Wausau have the most client service specialist openings in Wisconsin. Milwaukee anchors the market as the state's largest metro with a deep base of financial services, insurance, and healthcare employers, while Madison's mix of state government agencies, university health systems, and tech companies drives steady demand, and Green Bay's manufacturing and logistics sector adds a consistent stream of B2B client service roles.
Are there remote client service specialist jobs in Wisconsin?
Yes, and more than most fields. About 20% of client service specialist openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting how well the role translates to phone and digital channels. Account management, financial client servicing, and software customer success roles are the most likely to offer fully remote arrangements, while healthcare client onboarding and on-site relationship roles tend to require some in-person presence.
How can I get hired as a client service specialist in Wisconsin with little or no experience?
The most realistic entry path is through a customer service representative or client support coordinator role at a Wisconsin insurance carrier, bank, or health system, then moving laterally once you have account experience. Northwestern Mutual and American Family Insurance both run structured onboarding programs for new associates without deep prior experience. Building familiarity with CRM tools and pursuing a Wisconsin insurance producer license through the Office of the Commissioner of Insurance will give your application a clear edge over other entry-level candidates.
Where can I find and apply to client service specialist jobs in Wisconsin?
You can find and apply to client service specialist jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings across industries and experience levels. Find the roles that fit your background and apply directly to the employers posting them.
See All 21 Client Service Specialist Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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