Student Worker

ROBERT W. BAIRD & CO. INCORPORATED; Sheboygan (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Student Worker to support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation, and performance reports.

You will be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations. This role offers hands-on exposure to wealth management operations, with opportunities to learn about investments, reporting, and client servicing in a

Qualifications

• Excellent customer service and telephone etiquette.
• Professional demeanour and positive attitude.
• Interest in financial services and wealth management.
• Prior office experience in a corporate or university setting preferred.
• Strong technology aptitude with ability to adopt new tools, including AI-enabled solutions.
• Experience with the Microsoft Office package.

Responsibilities

• Review reports, research stocks, money managers, funds and investment strategies.
• Process paperwork to open new accounts and manage distributions and trade corrections.
• Answer phones and respond to client questions; forward advanced calls to Advisors for handling.
• Prepare for client meetings and presentations.
• Create quarterly performance reports and distribute to clients.
• Conduct cost basis research.
• Assist with projects and other duties as assigned.

Skills

Customer service

Telephone etiquette

Professionalism

Interest in finance

Office experience

Tech aptitude

Microsoft Office

AI-enabled tools

Tools

Microsoft Office

AI-enabled tools

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

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

• Experience with the Microsoft Office package