Branch Operations Assistant

Baird; Durango (CO); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Bonus potential

Total Rewards at Baird

Job summary

Baird in Durango, CO is seeking an organized client service and marketing associate to support the branch\'s wealth management approach. You will greet clients, coordinate internal PWM support, manage CRM tasks and assist with social media and communications.

The role requires a high school diploma with 1+ years in customer service, strong Microsoft Office skills, and the ability to work with minimal supervision.

Qualifications

• 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

Responsibilities

• Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed
• 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
• Process daily check deposits
• 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
• 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

Skills

Customer service

Communication skills

Microsoft Office

CRM experience

Tech aptitude

Education

High school diploma

Associate/Bachelor's degree preferred

Tools

CRM platforms

Thomson ONE

Albridge

Envestnet

MoneyGuide Pro

Liquid Office

Job description

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:

• Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed

• 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

• Process daily check deposits

• 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

• 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

Compensation and Benefits:

• $18.62 - $24.42 hourly rate
• Bonus potential up to 8.5% of base pay
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

#LI-PWM4

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.