Temporary Associate

Baird • Louisville, KY

2d

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.

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

Nice To Haves

• Prior office experience in a corporate or university setting preferred
• Experience with the Microsoft Office package

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

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