Baird

Temporary Client Account Setup/Documentation Specialist

Baird 美国 威斯康辛 密尔沃基
Baird

Temporary Client Account Setup/Documentation Specialist

Baird 美国 威斯康辛 密尔沃基
2 天前
成为前 25 位申请者

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As a Temporary Client Account Setup/Documentation Specialist, You Will

  • Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
  • Ensure adherence to regulations, Baird policies, and department procedures and policies.
  • Work on special team projects or support other team members in their efforts.
  • Process requests received via Liquid Office related to the Address Change and Maintain Account processes
  • Own and manage the process for returned mail and/or email kickbacks for Client statements, confirmations, and other communications.
  • Learn how to approve new accounts.
  • Perform other duties as required.

Position Specifics

  • Temporary position with anticipated one year commitment.
  • Full time hours, Monday-Friday
  • Normal business hours onsite in downtown Milwaukee headquarters.

What We Look For

  • Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
  • Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
  • Passion for providing high-value client service.
  • Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
  • Proven reliability in performance.

#DI

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

  • 职位级别

    初级

  • 职位性质

    全职

  • 职能类别

    其他

  • 所属行业

    金融服务

找人内推，获得Baird面试的机会可以提高 2 倍

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