Temporary Associate

Baird • Louisville, TN

4d

About The Position

About the Role: As a Temporary Associate, you will support Financial Advisors 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 #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Requirements

• 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
• Experience with the Microsoft Office package

Nice To Haves

• Prior office experience in a corporate or university setting preferred

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees