As a Baird Temporary Associate you will:
•Assist with proposal generation and scheduling agendas for client meetings.
•Mail letters to clients regarding meetings.
•Follow up with clients after meetings and help with tracking/scheduling pro-active reach out to them.
•Own the Financial Advisor’s customer service model and provide superior client service.
•Run comprehensive reports.
•Provide insight on where efficiencies and effectiveness could be improved.
•Coordinate detailed paperwork for Financial Advisor and clients.
•Receive and route incoming calls to their appropriate destination.
•Perform other various projects and duties as assigned, including filling in for Client Assistants at certain times.
•Build strong relationships with other teammates in the office.
•This is a long-term temporary position therefore not benefit eligible at this time. Will be 10-15 hours per week, preferably three four-hour days throughout the work week but can be flexible.
What makes this opportunity great?
•Potential entry way into a long-term career within wealth management.
•Compelling careers working side-by-side with the best in the business.
•Best of both worlds with having a lot of independence within the role while also being an integral part of the team.
•Support and flexibility to grow and be your best at work, at home, and in the community.
What we look for:
•High school diploma required. Prior administrative/customer service experience preferred.
•Ability to work autonomously with minimal supervision; ability to be flexible.
•Ability to drive work-flow.
•Positive and personable demeanor.
•High level of professionalism.
•Strong work ethic and customer service skills.
•Exceptional attention to detail.
•Prior financial industry experience preferred or an interest in learning financial services.
•Strong Microsoft Office skills (i.e. Word, Excel, Outlook).
•Excellent oral communication skills; excellent telephone and customer service skills.
Who we are:
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 $167 billion in client assets and over 3,300 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. Committed to being a great place to work, Baird ranked No. 4 on Fortune's 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird’s culture, click here.
Contact Person: Elizabeth Malone
Phone: (414) 765-3926
Location: Yakima, WA
Application Method: Application