The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize ...
60 Baird Jobs Hiring Near You
The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize ...
Technology Solutions Specialist The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial ...
Technology Solutions Specialist The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial ...
Baird's U.S. Talent Network
Tacoma, WA · On-site
Baird, you're never just a number, you're part of a global team that values your voice, ideas, and growth. For 40+ years, we have combined the stability of an established and trusted firm with the ...
Baird's U.S. Talent Network
Tacoma, WA · On-site
Baird, you're never just a number, you're part of a global team that values your voice, ideas, and growth. For 40+ years, we have combined the stability of an established and trusted firm with the ...
Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team ...
Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team ...
Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.
Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.
Client Assistant
Indianapolis, IN · On-site
$16.50 - $22.75/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Indianapolis, IN · On-site
$16.50 - $22.75/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Accounting Manager
Madison, WI · On-site
You Belong at Baird Baird is an employee owned organization with over 130 employees worldwide, dedicated to enhancing coastal resources and communities through exceptional coastal and marine ...
Accounting Manager
Madison, WI · On-site
You Belong at Baird Baird is an employee owned organization with over 130 employees worldwide, dedicated to enhancing coastal resources and communities through exceptional coastal and marine ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Denver, CO · On-site
$24.36 - $36.67/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Denver, CO · On-site
$24.36 - $36.67/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Madison, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Madison, WI · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.
Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Fort Worth, TX · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Fort Worth, TX · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Seattle, WA · On-site
$25.49 - $38.36/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Seattle, WA · On-site
$25.49 - $38.36/hr
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Fort Worth, TX · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Specialist
Fort Worth, TX · On-site
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Serve as relationship manager and point of escalation for Baird's back-office technology provider. Facilitate the resolution of issues and prioritize Baird's needs with this technology partner
Serve as relationship manager and point of escalation for Baird's back-office technology provider. Facilitate the resolution of issues and prioritize Baird's needs with this technology partner
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Miamisburg, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Client Assistant
Miamisburg, OH · On-site
$22.16 - $29.29/hr
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...
Baird, you're never just a number, you're part of a global team that values your voice, ideas, and growth. For 40+ years, we have combined the stability of an established and trusted firm with the ...
Baird, you're never just a number, you're part of a global team that values your voice, ideas, and growth. For 40+ years, we have combined the stability of an established and trusted firm with the ...
Baird Jobs Information
Do workers at Baird get paid breaks?
Sometimes. Only some people get paid breaks.
60% of people say they don’t get paid breaks.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and February 2026.
60% of people say they don’t get paid breaks.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and February 2026.
Does Baird pay people when they’re sick?
Yes. Most people get paid when they’re sick.
75% of people say they would get paid if they were sick but scheduled to work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
75% of people say they would get paid if they were sick but scheduled to work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers at Baird worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
100% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
How easy is it to get time off at Baird?
Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and August 2025.
100% of people report it’s easy to get time off.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and August 2025.
Do Baird managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
Do jobs at Baird spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
33% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
33% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.
How easy is it to take sick days at Baird?
Most people find it easy to take sick days.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and August 2025.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and August 2025.
Do people at Baird feel treated with respect by their managers?
Most people feel treated with respect by their managers.
75% of people say they’re treated with respect by their managers.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
75% of people say they’re treated with respect by their managers.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird get to take their breaks without interruption?
Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and February 2026.
83% of people report that they get to take their breaks without interruption.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and February 2026.
Is it stressful to work at Baird?
Some people feel stressed out here.
63% of people say they often feel stressed out at work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
63% of people say they often feel stressed out at work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird enjoy their jobs?
Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people report they enjoy their job.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird recommend working with their team?
Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get enough training when they start at Baird?
Most people got enough training when they started.
88% of people report they got enough training when they started working here.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
88% of people report they got enough training when they started working here.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get support to advance at Baird?
Only some people are given support to advance their career here.
In the last year, 38% of people report not being given support to advance their career here.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
In the last year, 38% of people report not being given support to advance their career here.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people think Baird’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
63% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
63% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers feel well informed about how Baird is doing?
Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
What are the most popular titles at Baird?
What are the most popular cities for Baird jobs?
What are the most popular states for Baird jobs?
What are the most popular job types at Baird?
What are the most popular categories at Baird?
Baird rating
8.6
Based on 8 frontline employees who took The Breakroom Quiz
Job description
About The Role:
The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird's technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support.
We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.
The Impact You'll Make:
What You'll Bring To Baird:
#LI-CM1
The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird's technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support.
We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.
The Impact You'll Make:
- Act as a subject matter expert on our key client-facing technology, Baird Online
- Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients
- Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests
- Ask appropriate probing questions to gather relevant information to aid in resolution
- Utilize knowledge management system when troubleshooting client issues
- Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution
- Set client expectations when opening and assigning tickets and ensure all request/services are executed on time in accordance with service level agreements with the business
- Prioritize and escalate support incidents and requests based on business impact and documented guidelines
- Collaborate with other Baird Online team members to address escalated client requests
- Partner with Technology Product Manager to evaluate enhancement requests and support the rollout of new features
- Maintain knowledge management system with resolutions for common issues
- Make recommendations to better assist and improve the overall efficiency of daily operating procedures
- Identify trends with incoming calls to effectively initiate incident escalation process where appropriate
- Make recommendations to better assist associates and improve the overall efficiency of daily operating procedures
- Actively trains and mentors new Baird Online Service Desk team members
What You'll Bring To Baird:
- Bachelor's degree or 3+ years of relevant professional experience required
- Ability to complete SIE, Series 7 within one year
- Advanced problem-solving skills and ability to troubleshoot a variety of issues
- Superior customer service; willingness to go "above and beyond" for your client
- Excellent written and verbal communication skills
- Professional, calm, and courteous telephone mannerisms
- Displays high initiative and works well under pressure
- Strong comfort level with technology and the ability to explain new concepts effectively to end users
- Ability to develop, build, and maintain relationships with internal and external partners
- Must have ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment
#LI-CM1