Temporary Client Account SetupDocumentation Specialist
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
About The Role:
- 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.
- Work on special team projects or support other team members in their efforts.
- Process requests received via IntelliPro related to Account Opening and Maintenance as needed.
- Own and manage the process for returned mail and/or email kickbacks for Client statements confirmations and other communications.
- Perform other duties as required.
Position Specifics:
- Temporary position with anticipated one year commitment.
- Full time hours Monday-Friday
- Normal business hours onsite in downtown Milwaukee headquarters.
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).
- 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
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.
