Student Wealth Management Support Associate

ROBERT W. BAIRD & CO. INCORPORATED; Owensboro (KY); On-site; Full time

Job description

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.

• Experience with the Microsoft Office package.