Top 83 Baird Jobs | SimplyHired

Baird Online Support Specialist
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Quality Assurance Analyst
Robert W. Baird —Milwaukee, WI
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- Computer science
- Computer Science
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Equity Research Analyst (Summer 2027 Start)
Robert W. Baird —Milwaukee, WI
- Seasonal
- Microsoft Excel
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Senior Video Conferencing Project Specialist
Robert W. Baird —Milwaukee, WI
- Weekends as needed
- Hybrid work
- 5 years
- Senior level
- Communication skills
AI & Automation Technical Lead
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Azure
- 5 years
- Office
Technology Solutions Consultant
Robert W. Baird —Denver, CO
- Up to $110,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
9d
Commissions Data Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
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- Finance
Intranet & Web Content Senior Specialist
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Marketing
- 5 years
- Bachelor's degree
Technology Product Manager
Robert W. Baird —Milwaukee, WI
- Hybrid work
- 5 years
- Bachelor's degree
- Product management
Paralegal
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Opportunities for advancement
AI Enablement Lead - Institutional Equities and Research
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Computer Science
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- 3 years
Trust Strategist and Legal Assistant
Robert W. Baird —Louisville, KY
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Senior Supervision Officer
Robert W. Baird —Milwaukee, WI
- Remote
- Management
- 5 years
- Research
13d
Sr Business Transformation Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- 7 years
- Computer Science
- Bachelor of Science
Payroll Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Conference Services Event Planner - Temporary
Robert W. Baird —Milwaukee, WI
- Temporary
- Hybrid work
- Microsoft Outlook
- Marketing
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Client Specialist
Robert W. Baird —Pittsburgh, PA
- Microsoft Excel
- Mid-level
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11d
Data Integration Developer
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Work from home
10d
Project Manager Video Services - Freelance (Part-Time)
Robert W. Baird —Milwaukee, WI
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
Financial Planner
Robert W. Baird —Louisville, KY
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Research
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4d

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Baird Online Support Specialist

Robert W. Baird -
Milwaukee, WI

Apply Now

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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Baird Online Support Specialist

Quality Assurance Analyst

Equity Research Analyst (Summer 2027 Start)

Senior Video Conferencing Project Specialist

AI & Automation Technical Lead

Technology Solutions Consultant

Commissions Data Analyst

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Sr Business Transformation Analyst

Payroll Analyst

Conference Services Event Planner - Temporary

Client Specialist

Data Integration Developer

Project Manager Video Services - Freelance (Part-Time)

Financial Planner

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