Baird

1 month ago

Baird Online Support Specialist

✓ 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

Provide expert support for client-facing technology (Baird Online) within the Technology Solutions Team, delivering high-quality service to Financial Advisors, Client Specialists, and clients. Combine strong troubleshooting, effective communication, and knowledge management to resolve incidents, document requests, and improve daily operating procedures in a hybrid, client-facing wealth management tech environment.

Location: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Act as a subject matter expert on our key client-facing technology, Baird Online
•Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients
•Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests
•Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution
•Collaborate with other Baird Online team members to address escalated client requests

Key Requirements

•Bachelor’s degree or 3+ years of relevant professional experience
•Ability to complete SIE, Series 7 within one year
•Advanced problem-solving skills and ability to troubleshoot a variety of issues
•Superior customer service; willingness to go 'above and beyond' for your client
•Excellent written and verbal communication skills

Experience:3+ yearsFinancial servicesWealth managementFintech

Education:Bachelor's

Skills:CommunicationProblem-solvingCustomer serviceInterpersonal skillsAttention to detail

Certifications:SIESeries 7

Languages:English

Tech Stack:Baird OnlineKnowledge managementTicketing systemSIESeries 7

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 month ago

Baird Online Support Specialist

✓ 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: Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Act as a subject matter expert on our key client-facing technology, Baird Online
•Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients
•Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests
•Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution
•Collaborate with other Baird Online team members to address escalated client requests

Key Requirements

•Bachelor’s degree or 3+ years of relevant professional experience
•Ability to complete SIE, Series 7 within one year
•Advanced problem-solving skills and ability to troubleshoot a variety of issues
•Superior customer service; willingness to go 'above and beyond' for your client
•Excellent written and verbal communication skills

Experience:3+ yearsFinancial servicesWealth managementFintech

Education:Bachelor's

Skills:CommunicationProblem-solvingCustomer serviceInterpersonal skillsAttention to detail

Certifications:SIESeries 7

Languages:English

Tech Stack:Baird OnlineKnowledge managementTicketing systemSIESeries 7

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