Student Worker

Baird; Franklin (VA); On-site; USD 17,000 - 25,000; Part time

Job summary

Baird's Student Worker role supports Financial Advisors and their teams with research, client paperwork, meeting preparation and performance reports.

You will be a point of contact for client inquiries, help ensure efficient service, and gain valuable experience in wealth management operations.

This paid student position offers exposure to real-world finance workflows and the chance to develop professional skills alongside seasoned advisers.

Qualifications

• Excellent customer service and telephone etiquette.
• Professional demeanor and positive attitude.
• Interest in financial services and wealth management.
• Office experience in a corporate or university setting preferred.
• Experience with Microsoft Office.

Responsibilities

• Assist with research and client paperwork.
• Prepare for client meetings and presentations.
• Create quarterly performance reports and distribute to clients.
• Process paperwork to open new accounts and handle distributions.
• Respond to client inquiries and route advanced calls.
• Cost basis research.
• Support projects for Financial Advisors.

Skills

Customer service

Telephone etiquette

Professionalism

Wealth management interest

Tools

Microsoft Office

Job description

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.

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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.

Global Financial Expertise Focused on You. Discover the Baird Difference.

Baird is a privately held financial services firm specializing in wealth management, investment banking, and asset management, committed to long-term client success since 1919.

777 East Wisconsin Avenue, Milwaukee, WI 53233, US 227 West Monroe Street, Chicago, IL 60606, US 15 Finsbury Circus, London EC2M, GB 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US