Baird Online Support Specialist

Do you have a passion for technology and providing outstanding client service? Then consider the Baird Online Specialist role within Baird's Technology Solutions team!

The Technology Solutions Team is an established group within Baird’s Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird’s technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support.

We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups. 

As a Baird Online Specialist, you will:

• Act as a subject matter expert on our key client-facing technology, Baird Online.
• Provide answers to inquiries about client account Baird Online to the Financial Advisor, Client Specialist, and clients.
• Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests.
• Ask appropriate probing questions to gather relevant information to aid in resolution.
• Utilize knowledge management system when troubleshooting client issues.
• Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution.
• Set client expectations when opening and assigning tickets and ensure all request/services are executed on time in accordance with service level agreements with the business.
• Prioritize and escalate support incidents and requests based on business impact and documented guidelines.
• Collaborate with other Baird Online team members to address escalated client requests.
• Partner with Technology Product Manager to evaluate enhancement requests and support the rollout of new features.
• Maintain knowledge management system with resolutions for common issues.
• Make recommendations to better assist and improve the overall efficiency of daily operating procedures.
• Identify trends with incoming calls to effectively initiate incident escalation process where appropriate.
• Make recommendations to better assist associates and improve the overall efficiency of daily operating procedures.
• Actively trains and mentors new Baird Online Service Desk team members.

What makes this opportunity great?  

• Excellent opportunity to support a critical function within a well-respected and established wealth management business.
• Unique chance to impact and drive revenue and profitability of Baird’s PWM business unit through adoption and understanding of Baird Online.
• Great exposure to multiple facets of PWM and the Firm working with a diverse set of stakeholders.
   

What we look for:

• Bachelor’s degree or 3 years of relevant professional experience required.
• Ability to complete SIE, Series 7 within one year.
• Advanced problem-solving skills and ability to troubleshoot a variety of issues.
• Superior customer service; willingness to go “above and beyond” for your client.
• Excellent written and verbal communication skills.
• Professional, calm, and courteous telephone mannerisms.
• Displays high initiative and works well under pressure.
• Strong comfort level with technology and the ability to explain new concepts effectively to end users.
• Ability to develop, build, and maintain relationships with internal and external partners.
• Must have ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment.

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