Student Worker

Baird
United States
Workplace: OnsitePart timeFunction: Customer Success & Account ManagementSkills: ["Customer service","Telephone etiquette","Professionalism","Positive attitude","Communication"]

Support Financial Advisors by assisting with research, client paperwork, meeting preparation, and quarterly performance reports. Serve as a first point of contact for client inquiries, handle phone calls and basic questions, and route more advanced requests to Client Specialists or Financial Advisors. Help process account-related documents, conduct cost basis research, and contribute to wealth management operations projects as assigned.

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Baird
Baird
1 month ago

Student Worker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 days agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Support Financial Advisors by assisting with research, client paperwork, meeting preparation, and quarterly performance reports. Serve as a first point of contact for client inquiries, handle phone calls and basic questions, and route more advanced requests to Client Specialists or Financial Advisors. Help process account-related documents, conduct cost basis research, and contribute to wealth management operations projects as assigned.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Assist Financial Advisors with research, client paperwork, meeting preparation, and performance reports.
  • •Support projects by reviewing reports and researching stocks, money managers, funds, and investment strategies.
  • •Process paperwork and documents, including opening new accounts, death distributions, and trade corrections.
  • •Answer phones and respond to basic client questions; forward more advanced calls to Client Specialists or Financial Advisors.
  • •Prepare for client meetings and presentations, create quarterly performance reports, and conduct cost basis research.

Key Requirements

  • •Excellent customer service skills and exceptional telephone etiquette.
  • •Demonstrates 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:Financial servicesWealth management
Skills:Customer serviceTelephone etiquetteProfessionalismPositive attitudeCommunication
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
WebsiteLinkedIn