Client Account Documentation Specialist
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
About The Role:
This role focuses on delivering exceptional service to internal and external clients while upholding Bairds culture mission and values. Responsibilities include supporting the account documentation process while assisting in managing client and Financial Advisor inquiries. The position emphasizes improving efficiency while supporting team projects and developing resource materials.
The Impact Youll Make
- 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.
- Contribute to productivity efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
- Work on special team projects or support other team members in their efforts.
- Process requests received via Liquid Office related to Client Onboarding and Maintain Account processes
- Utilize issue tracking system to manage document report and analyze incoming client requests
- Support the development of electronic reference guides for internal clients and the Client Account management training programs for Operations associates
- Perform other duties as required.
What Youll Bring To Baird:
- Bachelors degree preferred and/or 2 years of experience in a financial services operations role is a plus.
- Proficiency and experience with Microsoft Office (Word Excel Outlook).
- Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate high-quality 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 team-oriented setting.
- Passion for providing high-value 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:
IC
Key Skills
- Environment
- Ado
- Carpentry
- Drafting
- Front Office Management
- Airlines
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
