Student Worker

About the Role: 

As a Student Worker, you will support Financial Advisors and their teams 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 

• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred 

• Experience with the Microsoft Office package 

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