Honored as one of the FORTUNE 100 Best Companies to Work For® for six consecutive years, Baird is committed to helping associates thrive, professionally and personally. We’re always looking for talented, caring people – whether experienced professionals or recent graduates – across a wide range of disciplines. If you want to work in a world-class environment that challenges you to achieve your potential and rewards you for your efforts, consider Baird.
Client Relationship Assistant - Part Time
SUMMARY:
Are you seeking a firm that values client relationships? Do you enjoy working in a team environment? If so, then Baird is for you!!
We are seeking a Client Relationship Assistant to support a team of Financial Advisors. This individual should be able to multitask and meet deadlines as well as have good computer skills. This position is 22.5 hours with benefits.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Drafts and types internal paperwork and client correspondence.
2. Handles phone calls and fields basic client questions; forwards more advanced calls to Financial Advisors for handling.
3. Responds to Financial Advisors instructions to move funds and complete tickets. Receipts in equities, bonds and checks following Financial Advisors or client instructions.
4. Schedules various meetings, conference calls, etc. for Financial Advisors.
5. Maintains client files.
6. Performs any other duties as assigned.
QUALIFICATIONS REQUIRED:
1. Four year Bachelor’s Degree in business-related field preferred; Two to four years previous customer service or administrative work experience required.
2. Willingness to become Series 7 licensed in the future.
3. Ability to effectively handle multiple tasks; excellent organizational skills - ability to prioritize daily workflow to effectively meet deadlines.
4. Solid understanding of Microsoft Office.
5. Excellent customer service skills and telephone etiquette; ability to handle heavy phone volume.
APPLY NOW
You will receive an acknowledgement from our system of a successful receipt of your resume and we will contact you if interested.
Thank You. Robert W. Baird is an Equal Opportunity Employer.
About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $73 billion.
Committed to being a great place to work, Baird is one of FORTUNE’s “100 Best Companies to Work For” in 2009 -- its sixth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has operating subsidiaries in Asia supporting Baird’s private equity and investment banking operations. For more information, please visit Baird’s Web site at www.rwbaird.com .
Are you seeking a firm that values client relationships? Do you enjoy working in a team environment? If so, then Baird is for you!!
We are seeking a Client Relationship Assistant to support a team of Financial Advisors. This individual should be able to multitask and meet deadlines as well as have good computer skills. This position is 22.5 hours with benefits.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Drafts and types internal paperwork and client correspondence.
2. Handles phone calls and fields basic client questions; forwards more advanced calls to Financial Advisors for handling.
3. Responds to Financial Advisors instructions to move funds and complete tickets. Receipts in equities, bonds and checks following Financial Advisors or client instructions.
4. Schedules various meetings, conference calls, etc. for Financial Advisors.
5. Maintains client files.
6. Performs any other duties as assigned.
QUALIFICATIONS REQUIRED:
1. Four year Bachelor’s Degree in business-related field preferred; Two to four years previous customer service or administrative work experience required.
2. Willingness to become Series 7 licensed in the future.
3. Ability to effectively handle multiple tasks; excellent organizational skills - ability to prioritize daily workflow to effectively meet deadlines.
4. Solid understanding of Microsoft Office.
5. Excellent customer service skills and telephone etiquette; ability to handle heavy phone volume.
APPLY NOW
You will receive an acknowledgement from our system of a successful receipt of your resume and we will contact you if interested.
Thank You. Robert W. Baird is an Equal Opportunity Employer.
About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $73 billion.
Committed to being a great place to work, Baird is one of FORTUNE’s “100 Best Companies to Work For” in 2009 -- its sixth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has operating subsidiaries in Asia supporting Baird’s private equity and investment banking operations. For more information, please visit Baird’s Web site at www.rwbaird.com .
- Company:
- Robert W Baird
- Location:
- Madison, WI 53717
- Job Status/Type:
- Part Time
Employee - Job Category:
- Administrative/Clerical
- Occupations:
- Administrative Support
- Industry:
- Financial Services
- Work Experience:
- 2+ to 5 Years
- Career Level:
- Experienced (Non-Manager)
- Education Level:
- High School or equivalent
- Company:
- Robert W Baird
- Reference Code:
- 1830BR
Robert W. Baird is an Equal Opportunity Employer.
