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.