A Scheduler or Operations Coordinator provides scheduling and logistical support for an office, company or organization. May specialize in scheduling required for production or for administrative work.
In a vital branch support role, you'll partner with Financial Advisor and team members to ensure clients - whether local or remote - come first and achieve their long-term goals. Ann Arbor, MI Private Wealth Management
R2026967
On-Site Apply Now About the
Role:
Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.
The Impact You'll Make:
Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc. Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of assisting our teams in implementing well-defined client service models Collaborate with branch leadership to orchestra student worker and summer intern duties Process daily check deposits Maintain knowledge or compliance policies for internal associate inquiries Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries Plan, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking Sort, process and route incoming and outgoing mail Copy, fax, and file various materials as needed Log Compliance files. File paperwork such as wires and branch manager daily reports Perform other duties as assigned What You'll Bring to
Baird:
High school diploma required. Associate's or Bachelor's degree preferred, not required 1+ years previous customer service or administrative experience; preferably in the financial services industry Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred Excellent verbal communication skills; excellent telephone and client service skills Detail oriented. Critical thinking and proactive problem solving skills Good analytical skills with ability to perform semi-advanced math Ability to work independently with minimal supervision; ability to be flexible Ability to handle clients professionally and manage challenging situations Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills - consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner #LI-PWM2 Related Jobs Branch Operations Assistant new Save Saved Houston, TX Branch Administrative Supervisor Save Saved Houston, TX Branch Administrative Supervisor Save Saved Davenport, IA More About Our Firm The Baird Way What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission. Our Multicultural Community Conference This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates. Honored to be a Best Place to Work More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.
