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Annuities & Insurance Specialist
Robert W. Baird
Milwaukee, WI, United States
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Job Description
Annuities & Insurance Specialist
This is a great opportunity for the associate to experience working with teams across many departments within Operations and across the firm (IT, Product and Support, etc). In addition, this role provides the opportunity to work with associates with a depth of knowledge in the Annuities and Insurance Business.
As an Annuities & Insurance Specialist, you will:
• Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement
• Ensure adherence to regulations, Baird policies, and department procedures and policies
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation
• Work on special team projects or support other team members in their efforts
What makes this opportunity great:
• Ability to work a variety of teams and leaders, proving your ability to be flexible and high adaptable
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
• Support and flexibility to grow and be your best at work, at home, and in the community
• Ability to learn the business working with a great team. The role provides great growth and career path opportunities!
What we look for:
• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus
• Series 99 within 120 days of hire as role processes cash or security movements
• Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting
• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time
Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has more than $171 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.
Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on the Fortune Magazine Top 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird’s culture, click here.