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 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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

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: 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

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn