Student Worker

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

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.

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
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
• Experience with the Microsoft Office package