About the Role:
As a Student Worker, you will support Financial Advisors and their teams byassistingwith research, client paperwork, meeting preparation, and performance reports.You'llbe a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations.
The ImpactYou’llMake:
Support various projects from Financial Advisors (i.e.review reports, research stocks, money managers and funds and investment strategies)
Process paperwork and documents necessary toassistothers in the department, including opening new accounts for existing clients, death distributions, and trade corrections
Assistwith 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
Performadditionalduties andassistwith projects as assigned
WhatYou’llBring to Baird:
Excellent customer service skills and exceptional telephone etiquette
Demonstratesa high levelof 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
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.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.
Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.
We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.
For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.
For more information, please visit https://www.rwbaird.com/bairddifference/.
