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Certification program manager • milwaukee wi

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CRT Client Specialist Training Program

BairdMilwaukee, WI
Full-timeFull-time

The Client Resource Team (CRT) Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry.The train... Show more

Training Program Administrator

We Energies (WE)West Allis, WI, US

Wisconsin Electric Power, a subsidiary of WEC Energy Group, is seeking a.Training Program Administrator.Work Methods and Development Consultant) in our West Allis, Wisconsin location.This position ... Show more

Cybersecurity - Entry Level Training Program

Dreambound Inc.Milwaukee, Wisconsin, US

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the cybersecurity job market.Looking ... Show more

 • Promoted

Adjunct Clinical Instructor – BSN Program

Mount Mary UniversityMilwaukee, WI, USA
Quick Apply

Mount Mary University invites applications for.Bachelor of Science in Nursing (BSN) program.Clinical faculty play a crucial role in guiding students in real-world practice settings, fostering profe... Show more

Sales Training Program – Reverse Mortgage Loan Officer

Mutual of Omaha MortgageMilwaukee, WI, US
Quick Apply

Sales Training Program – Reverse Mortgage Loan Officer Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands — Mutual of Omaha, a Fo... Show more

Aquatics Program Manager

British Swim School of Milwaukee South and Western SuburbsCudahy, WI, US
$60,000.00 yearly$60,000.00 yearly
Full-timeFull-time

British Swim School – Cudahy, WI.Full-Time Leadership Position | Starting at $60,000+, based on experience.British Swim School Cudahy is looking for an experienced aquatics professional and strong ... Show more

Life Sciences - Reinvention Program Manager

Accenture GlobalMilwaukee
Full-timeFull-time

We are: Accenture helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed and scale.We are a talent- and innovation-le... Show more

Day Program Specialist

Goodwill Industries of Southeastern Wisconsin, Inc.West Allis, US
Full-timeFull-time

The Day Program Specialist a ssess, develop, and implement programing for participants, including job readiness, independent living, education, training needs, and support needs RESPONSIBILI... Show more

2027 Internship Summer Program

326 Materion Services IncMilwaukee, WI
$15.00–$27.00 hourly$15.00–$27.00 hourly
Internship, Permanent, Full-timeInternship, Permanent, Full-time

At Materion, everyone is included, respected and offered opportunity to grow.Are you’re looking for a summer job that provides you with.We’re eager to connect with those who are:.Junior or higher e... Show more

Case Manager – Community Support Program (CSP)

Wisconsin Community Services, Inc.Milwaukee, US
Full-timeFull-time

What Youll Do As a CSP Case Manager, youll help participants move from where they are today toward where they want to be.Your responsibilities will include: Completing ongoing assessments and devel... Show more

Intoxicated Driver Program (IDP) Assessor

IMPACT IncMilwaukee, WI, USA
$23.00–$24.00 hourly$23.00–$24.00 hourly
Part-timePart-time
Quick Apply

IMPACT, a non-profit organization,.We assess and guide those experiencing personal crisis toward resources to achieve stability; and collaborate with community partners to foster system improvement... Show more

Certified Peer Support Specialist - Women's Health and Recovery Program

Wisconsin Community ServicesMilwaukee, Wisconsin, US
Full-timeFull-time

The Peer Recovery Coach provides peer-based recovery support to women participating in the WHARP program who are experiencing or have experienced substance use challenges.Using their own lived expe... Show more

Electrical Technician Development Program - Jan 2027

Schneider ElectricMilwaukee, US
$54,400.00–$81,600.00 yearly$54,400.00–$81,600.00 yearly
Full-timeFull-time

Join our field services team as a Service Technician and play a key role in keeping customer operations safe, reliable, and efficient.You'll work hands-on with advanced systems, solve real-world te... Show more

Looking for Field Sales Agent (ACP PROGRAM)

TLC Creative Solutions IncMilwaukee, WI, US
$500.00–$1,000.00 weekly$500.00–$1,000.00 weekly
Full-timeFull-time

Looking for Field Sales Agent (ACP PROGRAM).TLC Creative Solutions has over 14 years in the Lifeline Industry.As a leader in innovation, the team at TLC Creative Solutions continuously strives to e... Show more

Assistant Trainer - Program Instructor Track

Paws for Purple HeartsWest Allis, WI, US
Full-timeFull-time
Quick Apply

The Paws for Purple Hearts’ Assistant Trainer position is a feeder position for the Associate Program Instructor position.Promotion to the Associate Program Instructor will be considered... Show more

Program Manager

Enerpac Tool GroupMilwaukee, US
Full-timeFull-time

Overview ENERPAC - Who we are? Enerpac Tool Group Corp.The Company makes complex, often hazardous jobs possible safely and efficiently.Enerpac Tool Group's businesses are global leade... Show more

Land Development & Permitting Program Manager

MicrosoftMilwaukee
Full-timeFull-time

Microsoft’s Cloud Infrastructure Acquisition (CIA) Land Development Organization is seeking a Land Development & Permitting Program Manager to support datacenter development across markets in the S... Show more

ECS Community Involvement Program - Swimming Instructors Needed

Elizabethton City SchoolsMilwaukee, WI, USA
Quick Apply

The Elizabethton City Schools Community Involvement Program is looking for 5 swimming instructors to work with the community involvement program.Instructors will work with Program director an other... Show more

Manager

BelAir CantinaMilwaukee, WI, US
Full-timeFull-time

The Service Manager (SM) is responsible and accountable for assisting in all restaurant activities as necessary.The SM assists to ensure that all activities are consistent with and supportive of th... Show more

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CRT Client Specialist Training Program

CRT Client Specialist Training Program

BairdMilwaukee, WI
23 days ago
Job type
  • Full-time
Job description

About the Role:

The Client Resource Team (CRT) Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses.

This program will teach individuals the importance of exceptional client service through operational support of the CRT Team. This will allow immersion into Private Wealth Management at Baird.

Following successful completion of the program, Baird will work closely to match associates within a long-term Client Specialist position, we cannot guarantee and may require the associate to relocate to a branch within the area they are based.


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 partner with Baird’s Corporate Resource Groups to provide the best solutions to clients
  • Answer all incoming phone calls and handle as appropriate
  • May schedule client appointments and/or conference room for appointments
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • 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 coordinate seminars and client events. Develop client lists, design material and meeting content, and coordinate PowerPoint presentations
  • May manage the team’s social media presence (website, LinkedIn, X, etc.)
  • Initiate and complete 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

What You’ll Bring to Baird:


  • Excellent client/customer service skills. Good verbal and written communication skills (including e-mail, phone, and in person interaction)
  • Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
  • Knowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
  • Detail oriented with an emphasis on accuracy
  • Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
  • Good analytical and critical problem-solving skills
  • High school diploma required. Associates or Bachelors degree preferred, not required
  • Ability to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird

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