Branch Operations Assistant

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700 private wealth associates serve clients coast-to-coast from over 160 locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill

• Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
• Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances.
• Assist the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc.
• Maintain FA/team website with frequent content posting. Prepare and present content ideas to marketing lead.
• Seek ways to enhance FA(s) business effectiveness and marketability.
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
• Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Set up conference calls.
• Sort, process and route incoming and outgoing mail.
• Copy, fax, and file various materials as needed.
• Log Compliance files. File paperwork such as wires and branch manager daily reports.
• Perform other duties as assigned.

• Opportunity to gain experience in Private Wealth Management within a branch setting.
• Ability to work with a variety of teams and gain exposure throughout the branch.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

• High school diploma required. Associates or Bachelors degree preferred.
• 1 years previous customer service or administrative experience; preferably in the financial services industry.
• Excellent verbal communication skills; excellent telephone and client service skills.
• Detail oriented. Critical thinking and proactive problem solving skills.
• Good analytical skills with ability to perform semi-advanced math.
• Ability to work independently with minimal supervision; ability to be flexible.
• Ability to handle clients professionally and manage challenging situations.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills
• - consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner.

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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.