Transfer Operations Specialist – Client Service & Compliance

Baird; Milwaukee (WI); In loco; USD 52.000 - 74.000; Tempo pieno

Descrizione del lavoro

Baird in Milwaukee seeks an Account Transfers Specialist to ensure accurate and timely client asset transfers while delivering exceptional service to financial advisors and clients. You will review transfer docs, coordinate with financial institutions, monitor transactions through completion, and uphold regulatory and firm requirements with high attention to detail and organization.

Join a fast-paced team focused on accuracy, collaboration, and continuous process improvements to enhance client

Competenze

• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Ability to handle multiple assignments under deadlines with accuracy.

Mansioni

• Facilitate accurate and timely transfer of client assets.
• Review account transfer documentation and signatures.
• Coordinate with financial institutions and vendors.
• Monitor transfers through completion and ensure regulatory compliance.
• Communicate with financial advisors, clients, and business partners.

Conoscenze

MS Office

multitasking

detail-oriented

communication

organization

Formazione

Bachelor’s degree preferred

Strumenti

Microsoft Office

Descrizione del lavoro

Baird in Milwaukee seeks an Account Transfers Specialist to ensure accurate and timely client asset transfers while delivering exceptional service to financial advisors and clients. You will review transfer docs, coordinate with financial institutions, monitor transactions through completion, and uphold regulatory and firm requirements with high attention to detail and organization.

Join a fast-paced team focused on accuracy, collaboration, and continuous process improvements to enhance client