Baird Online Support Specialist

Baird Careers; Milwaukee (WI); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

Baird Careers is seeking a Technology Solutions Specialist to support client-facing technology and service delivery within the Private Wealth Management Technology Best Practices group. You will help financial advisors and clients by resolving issues, answering questions, and escalating where needed.

You will build relationships with internal partners, maintain knowledge bases, and mentor newer staff while ensuring service levels are met and processes run smoothly in a fast-paced environment.

Qualifications

• Bachelor’s degree or 3+ years of professional experience required.
• Ability to complete SIE, Series 7 within one year.
• Advanced problem-solving and troubleshooting skills.
• Superior customer service; willingness to go “above and beyond” for your client.
• Excellent written and verbal communication skills.
• Professional, calm, and courteous telephone mannerisms.
• Ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment.

Responsabilités

• Act as a subject matter expert on our key client-facing technology, Baird Online.
• Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients.
• Deliver outstanding client service using effective communication and troubleshooting to resolve client issues.
• Ask probing questions to gather information to aid in resolution.
• Utilize knowledge management system when troubleshooting client issues.
• Document and track incidents and requests in ticketing system for timely resolution.
• Set client expectations when opening tickets and ensure requests are executed on time according to SLAs.
• Prioritize and escalate incidents based on business impact and guidelines.
• Collaborate with other Baird Online team members to address escalated requests.
• Partner with Technology Product Manager to evaluate enhancements and support new features.
• Maintain knowledge management resolutions for common issues.
• Make recommendations to improve daily operating procedures.
• Identify trends to initiate escalation when appropriate.
• Actively trains and mentors new team members.

Connaissances

Customer service

Communication

Problem-solving

Troubleshooting

Relationship building

Multitasking

Mentorship

Formation

Bachelor’s degree or 3+ years of relevant professional experience

Outils

Ticketing system

Knowledge management system

Description du poste

About The Role:

The Technology Solutions Team is an established group within Baird’s Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird’s technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support.

We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.

The Impact You'll Make:

• Act as a subject matter expert on our key client-facing technology, Baird Online
• Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients
• Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests
• Ask appropriate probing questions to gather relevant information to aid in resolution
• Utilize knowledge management system when troubleshooting client issues
• Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution
• Set client expectations when opening and assigning tickets and ensure all request/services are executed on time in accordance with service level agreements with the business
• Prioritize and escalated support incidents and requests based on business impact and documented guidelines
• Collaborate with other Baird Online team members to address escalated client requests
• Partner with Technology Product Manager to evaluate enhancement requests and support the rollout of new features
• Maintain knowledge management system with resolutions for common issues
• Make recommendations to better assist and improve the overall efficiency of daily operating procedures
• Identify trends with incoming calls to effectively initiate incident escalation process where appropriate
• Make recommendations to better assist associates and improve the overall efficiency of daily operating procedures
• Actively trains and mentors new Baird Online Service Desk team members

What You’ll Bring To Baird:

• Bachelor’s degree or 3+ years of relevant professional experience required
• Ability to complete SIE, Series 7 within one year
• Advanced problem-solving skills and ability to troubleshoot a variety of issues
• Superior customer service; willingness to go “above and beyond” for your client
• Excellent written and verbal communication skills
• Professional, calm, and courteous telephone mannerisms
• Displays high initiative and works well under pressure
• Strong comfort level with technology and the ability to explain new concepts effectively to end users
• Ability to develop, build, and maintain relationships with internal and external partners
• Must have ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment