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.
Temporary Client Account Setup/Documentation Specialist
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. Process requests received via Liquid Office related to the Address Cha...
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