Student Worker

Baird
United States
Workplace: OnsitePart timeFunction: Customer Support (Service Desk)Skills: ["Customer service","Professionalism","Telephone etiquette","Positive attitude","Technology aptitude"]

Support Financial Advisors by assisting with research, client paperwork, meeting preparation, and quarterly performance reports. You’ll act as a first point of contact for client inquiries, answer phones, and handle basic questions, forwarding advanced issues to Client Specialists or advisors. The role also involves opening accounts, processing documents, preparing presentations, conducting cost basis research, and creating reports using Microsoft Office tools.

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Baird
Baird
5 days ago

Student Worker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Support Financial Advisors by assisting with research, client paperwork, meeting preparation, and quarterly performance reports. You’ll act as a first point of contact for client inquiries, answer phones, and handle basic questions, forwarding advanced issues to Client Specialists or advisors. The role also involves opening accounts, processing documents, preparing presentations, conducting cost basis research, and creating reports using Microsoft Office tools.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Support (Service Desk)
Seniority: Intern level

Key Responsibilities

  • •Assist Financial Advisors and their teams with research, client paperwork, meeting preparation, and performance reports.
  • •Support advisor projects by reviewing reports and researching stocks, money managers, funds, and investment strategies.
  • •Process required paperwork and documents, including opening new accounts and handling death distributions and trade corrections.
  • •Handle administrative functions such as answering phones and responding to basic client questions; forward advanced calls.
  • •Prepare for client meetings and create quarterly performance reports and cost basis research.

Key Requirements

  • •Excellent customer service skills and exceptional telephone etiquette.
  • •Demonstrates professionalism and a positive attitude.
  • •An interest in financial services and developing a career in wealth management.
  • •Experience with the Microsoft Office package.
  • •Strong technology aptitude, including the ability to adopt new tools (AI-enabled solutions preferred).
Experience:Wealth managementFinancial services
Skills:Customer serviceProfessionalismTelephone etiquettePositive attitudeTechnology aptitude
Tech Stack:Microsoft OfficeAI

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