Top 83 Baird Jobs | SimplyHired

Baird Online Support Specialist
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Client Specialist
Robert W. Baird —Mill Valley, CA
- $27.70 - $41.70 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
Paralegal
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Opportunities for advancement
Client Assistant
Robert W. Baird —Anchorage, AK
- Microsoft Excel
- Mid-level
- Office
Commissions Data Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Research
- Mid-level
- Finance
Part-Time Branch Operations Assistant
Robert W. Baird —Charlotte, NC
- Part-time
- Microsoft Excel
- Office
- Administrative experience
Marketing Assistant
Robert W. Baird —Houston, TX
- Mid-level
- Office
- Organizational skills
Administrative Assistant - Investment Banking
Robert W. Baird —Tysons Corner, VA
- $28.25 - $38.25 an hour
- Hybrid work
- Hospitality
- Microsoft Excel
- Microsoft Outlook
- Opportunities for advancement
Project Manager Video Services - Freelance (Part-Time)
Robert W. Baird —Milwaukee, WI
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
Payroll Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Administrative Assistant Supervisor
Robert W. Baird —Chicago, IL
- $80,000 - $110,000 a year
- Hybrid work
- 5 years
- Salesforce
- Mid-level
10d
Senior Supervision Officer
Robert W. Baird —Milwaukee, WI
- Remote
- Management
- 5 years
- Research
11d
Trust Strategist and Legal Assistant
Robert W. Baird —Louisville, KY
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Institutional Sales Coordinator
Robert W. Baird —Milwaukee, WI
- Research
- Mid-level
- Office
Executive Assistant - Investment Banking
Robert W. Baird —Chicago, IL
- $60,000 - $90,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Opportunities for advancement
Senior Client Specialist
Robert W. Baird —Chicago, IL
- $24.36 - $41.80 an hour
- Microsoft Excel
- 5 years
- Office
- Opportunities for advancement
Investment Banking Analyst
Robert W. Baird —Chicago, IL
- $110,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Finance
- Business development experience
- Profit sharing
- Paid time off
Equity Research Analyst (Summer 2027 Start)
Robert W. Baird —Milwaukee, WI
- Seasonal
- Microsoft Excel
- Office
- Finance
AI & Automation Technical Lead
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Azure
- 5 years
- Office
Data Integration Developer
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Work from home
8d

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Baird Online Support Specialist

Robert W. Baird -
Milwaukee, WI

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Job Details

Qualifications

Employee relationship building

Full Job Description

Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.

Milwaukee, WI
Wealth Solutions Group
R2026686
Hybrid

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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:

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

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Honored to be a Best Place to Work

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baird jobs

Baird Online Support Specialist

Client Specialist

Paralegal

Client Assistant

Commissions Data Analyst

Part-Time Branch Operations Assistant

Marketing Assistant

Administrative Assistant - Investment Banking

Project Manager Video Services - Freelance (Part-Time)

Payroll Analyst

Administrative Assistant Supervisor

Senior Supervision Officer

Trust Strategist and Legal Assistant

Institutional Sales Coordinator

Executive Assistant - Investment Banking

Senior Client Specialist

Investment Banking Analyst

Equity Research Analyst (Summer 2027 Start)

AI & Automation Technical Lead

Data Integration Developer

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