Client Account Documentation Specialist

Baird; Milwaukee (WI); On-site; USD 42,000 - 58,000; Full time

Job summary

Baird is seeking a detail-oriented Operations professional in Milwaukee to support the client onboarding process and manage inquiries from clients and Financial Advisors. The role emphasizes efficiency, accuracy, and collaboration with the Operations team.

The position involves handling multiple tasks, supporting process improvements, and developing reference materials for internal clients and training programs. Excellent communication and organizational skills are essential.

Qualifications

• Bachelor's degree preferred or 2+ years in a financial services operations role.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple tasks under deadlines.
• Strong written and verbal communication in a team setting.

Responsibilities

• Support the account documentation process and assist in managing client and Financial Advisor inquiries.
• Contribute to team projects and develop resource materials to improve efficiency.
• Process Liquid Office requests related to Client Onboarding and Maintain Account processes.
• Track, document, report, and analyze incoming client requests using the issue tracking system.
• Develop electronic reference guides and training materials for Operations associates.
• Perform other duties as required.

Skills

Attention to detail

Strong written and verbalcommunication

Teamwork

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

About The Role

This role focuses on delivering exceptional service to internal and external clients while upholding Baird's culture, mission, and values. Responsibilities include supporting the account documentation process while assisting in managing client and Financial Advisor inquiries. The position emphasizes improving efficiency while supporting team projects and developing resource materials.

The Impact You'll Make

• Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement
• Ensure adherence to regulations, Baird policies, and department procedures and policies
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation
• Work on special team projects and support other team members with their responsibilities, including returned mail
• Process requests received via Liquid Office related to Client Onboarding and Maintain Account processes
• Utilize issue tracking system to manage, document, report and analyze incoming client requests
• Support the development of electronic reference guides for internal clients and the Client Account management training programs for Operations associates
• Perform other duties as required

What You'll Bring To Baird

• Bachelor's degree preferred and/or 2+ years of experience in a financial services operations role is a plus
• Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results
• Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team
• Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting
• Passion for providing high-value client service
• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time
• Proven reliability in performance