Client Account Documentation Specialist

Baird • Milwaukee, WI

1d

About The Position

This role focuses on delivering exceptional service to internal and external clients while upholding Baird’s culture, mission, and values. Responsibilities include supporting the account documentation process while assisting in managing client and Financial Advisor inquiries. The position emphasizes improving efficiency while supporting team projects and developing resource materials.

Requirements

• Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
• Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
• Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
• Passion for providing high-value client service.
• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
• Proven reliability in performance.

Nice To Haves

• Bachelor’s degree preferred
• 2+ years of experience in a financial services operations role is a plus.

Responsibilities

• Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
• Ensure adherence to regulations, Baird policies, and department procedures and policies.
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Work on special team projects or support other team members in their efforts.
• Process requests received via Liquid Office related to Client Onboarding and Maintain Account processes.
• Utilize issue tracking system to manage, document, report and analyze incoming client requests.
• Support the development of electronic reference guides for internal clients and the Client Account management training programs for Operations associates.
• Perform other duties as required.

Benefits

• employee-owned
• international financial services firm specializing in wealth management, capital markets, private equity and asset management
• Nationally recognized as a great place to work since 2004

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level