• 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.
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Work on special team projects or support other team members in their efforts.
• Coordinate and communicate with internal clients and external vendors regarding cash management activity. This activity can include cash management, money markets and ACH.
• Document, research and analyze problems, while rendering quick and responsible decisions based on clients’ need.
• Reconcile, settle and trade with our various vendors.
• Deep knowledge on the inner workings of check writing and check writing products.
• Perform other duties as required.

• Hybrid schedule offering opportunity to collaborate with teammates in person while providing personal flexibility.
• Compelling careers working side-by-side with the best in the business.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus.
• Ability to work with 3rd party vendor software.
• Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
• 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.

#LI-CM1

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.