Student Worker
Baird Franklin, United StatesStudent Worker
Baird Franklin, United States
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:
What You'll Bring to Baird:
#LI-PWM7
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
- Experience with the Microsoft Office package
#LI-PWM7
Job ID R2026824
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