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Temporary Account Transaction Specialist
Robert W. Baird
Milwaukee, WI, United States
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Job Description
The Account Transaction Specialist provides Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts. In this role, the Account Transaction Specialist will apply industry knowledge to respond to FA’s and CS’s inquiries as well as resolve operational issues.
As an Account Transactions 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 including the ability to analyze and resolve client inquiries in a timely manner
• Contribute to productivity, efficiency and effectiveness improvements to drive deliverables for our clients
• Understand and apply Regulation T, margin rules and IRS rules and regulations.
• Process work transactions (wires, ACHs, checks) for PWM Retail accounts
What makes this opportunity great:
• Dynamic fast paced work environment with opportunity to master industry basics
• Great growth and career path opportunities
• Compelling careers working side-by-side with the best in the business
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What we look for:
• Bachelor’s degree preferred and 2+ years of experience in a financial services operations role is a plus. Prior customer service experience
• Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results
• Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
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 over $200 billion in client assets and more than 3,400 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. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 12 on the Fortune magazine 100 Best Companies to Work For in 2018, our fifteenth consecutive year on the list. Baird has also received a perfect score on the Human Rights Campaign Foundation’s 2018 Corporate Equality Index. To learn more about Baird’s culture, click here.
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