1 day ago

Student Worker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation, and quarterly performance reports. Serve as a point of contact for client inquiries, help answer phones and respond to basic questions, and forward more advanced issues to Client Specialists or Financial Advisors. Process account-related and document updates, conduct cost basis research, and contribute to additional department projects in a wealth management operations environment.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Business Operations

Seniority: Intern level

Key Responsibilities

•Assist Financial Advisors with research and prepare materials such as meeting preparation and performance reports.
•Process client paperwork and documents, including opening new accounts, death distributions, and trade corrections.
•Handle administrative tasks such as answering phones and responding to basic client questions; forward advanced calls as needed.
•Prepare for client meetings and presentations.
•Create quarterly performance reports, distribute them to clients, and conduct cost basis research.

Key Requirements

•Excellent customer service skills and exceptional telephone etiquette.
•Demonstrate a high level of professionalism and a positive attitude.
•An interest in financial services and developing a career in wealth management.
•Prior office experience in a corporate or university setting preferred.
•Experience with the Microsoft Office package.

Experience:Wealth managementFinancial services

Skills:Customer serviceTelephone etiquetteProfessionalismPositive attitude

Tech Stack:Microsoft Office

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

1 day ago

Student Worker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Business Operations

Seniority: Intern level

Key Responsibilities

•Assist Financial Advisors with research and prepare materials such as meeting preparation and performance reports.
•Process client paperwork and documents, including opening new accounts, death distributions, and trade corrections.
•Handle administrative tasks such as answering phones and responding to basic client questions; forward advanced calls as needed.
•Prepare for client meetings and presentations.
•Create quarterly performance reports, distribute them to clients, and conduct cost basis research.

Key Requirements

•Excellent customer service skills and exceptional telephone etiquette.
•Demonstrate a high level of professionalism and a positive attitude.
•An interest in financial services and developing a career in wealth management.
•Prior office experience in a corporate or university setting preferred.
•Experience with the Microsoft Office package.

Experience:Wealth managementFinancial services

Skills:Customer serviceTelephone etiquetteProfessionalismPositive attitude

Tech Stack:Microsoft Office

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn