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 ...
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 ...
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
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 ...
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 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
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 ...
Client Specialist
Peoria, IL · On-site
$22.16 - $33.34/hr
Client Specialist 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 ...
Client Specialist
Peoria, IL · On-site
$22.16 - $33.34/hr
Client Specialist 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 ...
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 ...
Client Specialist
Dallas, 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
Dallas, 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
Janesville, 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
Janesville, 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
Wausau, 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
Wausau, 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 ...
PWM Transition Specialist
Milwaukee, WI · On-site
As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible ...
PWM Transition Specialist
Milwaukee, WI · On-site
As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible ...
Client Specialist
Birmingham, MI · 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
Birmingham, MI · 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
Louisville, KY · 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
Louisville, KY · 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
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Client Specialist 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 ...
Client Specialist
Mill Valley, CA · On-site
$27.70 - $41.70/hr
Client Specialist 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 ...
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 Jobs Information
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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