Account Transaction Specialist
Account Transaction Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As an Account Transaction Specialist you will:
- Handles various IRA/Retirement plan functions and is crosstrained knowing most functions within the Account Transactions (IRA) team.
- Assist in testing of reports and/or forms that are generated before they are distributed; including but not limited to 1099Q/1099R/5498ESA 5498s.
- Serves as statement tester. Also involved with various department projects.
- Provides verbal and written communication to acquire or disperse information.
- Answers and/or initiate telephone calls answers routine questions or followthrough on requests.
- Review transaction requests that include distributions contributions cash and stock movements Conversions and Recharacterizations Contribution corrections Death and Divorce.
- Provide high value service to internal and external clients in an environment that promotes Bairds culture and the Operations mission and values statement.
- Ensure adherence to regulations Baird policies and department procedures and policies.
- Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner.
- Contribute to productivity efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
- Over time may be called upon to train other associates as needed and partner with Senior Specialists on more complex client/account issues.
- Assist manager and others as requested. Perform other duties as required.
What makes this opportunity great:
- Compelling career working sidebyside with the best in the business.
- Joining a well established team with a great deal of tenure at Baird.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:
- Bachelors degree preferred and/or 2 years of experience in a financial services operations role is a plus.
- Prior customer service experience and banking experience preferred.
- Proficiency and experience with Microsoft Office (Word Excel Outlook).
- Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate highquality results.
- Strong organizational skills with the ability to prioritize monitor and complete multiple tasks or projects either independently or collaboratively within a team.
- Strong written and verbal communication skills are a must with the ability to effectively relate to work in a teamoriented setting.
- Passion for providing highvalue client service.
- Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
- Proven reliability in performance.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
