Student Worker
Job Location:
Sheboygan, WI - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
About the Role:
As a Student Worker you will support Financial Advisors and their teams by assisting with research client paperwork meeting preparation and performance reports. Youll be a point of contact for client inquiries and help ensure efficient service gaining valuable experience in wealth management operations.
The Impact Youll Make:
Support various projects from Financial Advisors (i.e. review reports research stocks money managers and funds and investment strategies)
Process paperwork and documents necessary to assist others in the department including opening new accounts for existing clients death distributions and trade corrections
Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
Prepare for client meetings and presentations
Create quarterly performance reports and distribute to clients
Conduct cost basis research
Perform additional duties and assist with projects as assigned
What Youll Bring to Baird:
Excellent customer service skills and exceptional telephone etiquette
Demonstrates a high level of professionalism and positive attitude
An interest in financial services and developing a career in wealth management
Prior office experience in a corporate or university setting preferred
Strong technology aptitude with the ability to adopt new tools including AI-enabled solutions preferred
Experience with the Microsoft Office package
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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
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.
