Student Wealth Management Assistant

Baird; Sheboygan (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Baird in Sheboygan, WI seeks a Student Worker to support Financial Advisors with research, client paperwork, meeting prep, and performance reports. You will be a point of contact for client inquiries and help ensure efficient service while gaining experience in wealth management operations.

You will assist with cost basis research, prepare client meetings, and contribute to various projects across the department, developing professional skills in a client-facing finance setting.

Qualifications

• Excellent customer service and telephone etiquette.
• Professional demeanor and positive attitude.
• Interest in financial services and wealth management career.
• Experience in a corporate/university office setting preferred.
• Comfort with new tools, including AI-enabled solutions.
• Proficiency with Microsoft Office suite.

Responsibilities

• Support Financial Advisors by researching reports and investments.
• Process client paperwork and account openings for existing clients.
• Assist with administrative tasks and answer basic client questions.
• Prepare for client meetings and presentations.
• Create quarterly performance reports and distribute to clients.
• Conduct cost basis research and help with ad hoc projects.

Skills

Customer service

Professionalism

Interest in finance

Office experience

Tech-savvy

Microsoft Office

Job description

Baird in Sheboygan, WI seeks a Student Worker to support Financial Advisors with research, client paperwork, meeting prep, and performance reports. You will be a point of contact for client inquiries and help ensure efficient service while gaining experience in wealth management operations.

You will assist with cost basis research, prepare client meetings, and contribute to various projects across the department, developing professional skills in a client-facing finance setting.