Internship - Commissions & Advisory Billing (Year-Round)

Baird
Louisville
Workplace: HybridInternshipFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Written communication","Verbal communication","Teamwork","Priority management","Organizational skills","Attention to detail","Client service","Critical thinking","Troubleshooting"]

Support Baird’s Commissions and Advisory Billing team by processing commissions statements and helping financial advisors with questions on policy and commission payments. Partner with the operations team to improve commissions processes through technology-enabled automation, work with financial services operational systems, and collaborate in daily meetings to deliver efficient customer service. Interns receive hands-on mentoring and training in a team-oriented environment.

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Baird
Baird
5 days ago

Internship - Commissions & Advisory Billing (Year-Round)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Support Baird’s Commissions and Advisory Billing team by processing commissions statements and helping financial advisors with questions on policy and commission payments. Partner with the operations team to improve commissions processes through technology-enabled automation, work with financial services operational systems, and collaborate in daily meetings to deliver efficient customer service. Interns receive hands-on mentoring and training in a team-oriented environment.
Location: Louisville
Workplace: Hybrid
Employment Type: Internship
Job Function: Consulting & Advisory
Seniority: Intern level

Key Responsibilities

  • •Assist with processing commissions statements.
  • •Use technology tools to build process automation and improve commissions processes.
  • •Work with financial services operational systems and technology.
  • •Help financial advisors with questions on policy and commission payments.
  • •Participate in daily team meetings and collaborate across the firm to provide efficient customer service.

Key Requirements

  • •Pursuing a bachelor’s degree in business, finance, business analytics, economics, information technology management, information systems, or related degree (preferred).
  • •Anticipated graduation date of May 2028 or later.
  • •Strong written and verbal communication skills.
  • •Ability to work in a team environment, manage priorities, and meet specific deadlines.
  • •Interest in technology such as coding (e.g., SQL, VBA) and visualization tools (e.g., PowerBI) is a plus.
Experience:Financial services
Education:Bachelor's in Business, finance, business analytics, economics, information technology management, information systems, or related
Skills:Written communicationVerbal communicationTeamworkPriority managementOrganizational skillsAttention to detailClient serviceCritical thinkingTroubleshooting
Tech Stack:SQLVBAPowerBI

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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