Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships - among clients, advisors and team members. Sheboygan, WI Private Wealth Management

R2026970

On-Site Apply Now 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. You'll be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations.

The Impact You'll 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 You'll 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 #LI-PWM3 Related Jobs Client Specialist Save Saved Green Bay, WI Client Specialist Save Saved Boulder, CO Client Specialist Save Saved Fort Worth, TX 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.