Client Account Support Tech Analyst

Focus on strategic initiatives in Client Account Support, with a core concentration on leveraging technology solutions to improve processes. A key responsibility will be to fully understand and relate to the day-to-day operations of the Client Account Support department and execute targeted solutions to improve our internal processes. The Analyst will partner with the Technical Lead, Managers and Associates to implement solutions that improve the client, advisor, and associate experience, reduce risk, and increase scale. This role will also support the data strategy for Client Account Support and broader Operations organization.

As a Client Account Support Analyst, You Will

• Work with Client Account Support teams and other stakeholders to understand business processes, gather and document project requirements and translate them into specifications.
• Collaborate with Client Account Support team members to establish an understanding of their key processes
• Utilize business intelligence and data transformation software to develop reporting and alerts for key business processes.
• Identify potential risks in requirements and proactively work with other members of the team to complete tasks defined by scope and timeline.
• Support data governance efforts across the department and help implement data quality standards in tune with the broader enterprise.
• Effectively manage internal and third-party source data and functions as a subject matter expert on the sources and processes of data. Understand data available across the department and function as a subject matter expert on the sources and processes of data.
• Ensure applications utilized within the department leverage the established best practices and the appropriate automation toolset based on the risk profile.
• Interface with various Baird business units to support firm wide and Operations initiatives.
• Provide complex problem solving for Client Account Support teams, to help define and deliver on long-term strategic planning.
  
  

What Makes This Opportunity Great

• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
  
  

What We Look For

• Bachelor’s degree in Finance, Economics, Mathematics, Computer Information Science, Operations/Supply Chain, Information Systems, or relevant experience in the financial services industry
• Demonstrated innovative mindset
• Experience writing queries and data transformation with SQL and/or other data transformation platforms (e.g. Alteryx)
• Experience designing dashboards and other reports using data visualization tools. Experience with Power BI a plus.
• Ability to gather, understand, and analyze business requirements
• 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.
• Excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team.
  
  

#DI

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.