Position Summary

The Operations Assistant would be responsible for providing a high level of support and service in meeting the day-to-day operational, marketing and client service needs of one or more Financial Advisors. They will also work with other associates to meet the client service and operational needs of the branch at large when needed. This position requires a polished professional with superior communication, customer service and organizational skills. This associate will align their efforts to drive the success of their team.

 

Company Information

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets.

 

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POSITION DETAILS