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Baird

CRT Client Specialist Training Program

WI-Milwaukeeonsitemid

Posted today · via Workday

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About this role

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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.

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Skills in this role

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