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Temporary Associate
TEMPORARY•Louisville
About this role
About the Role:
As a Temporary Associate, you will support Financial Advisors by assisting with research, client paperwork, meeting preparation, and performance reports. You'll be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations.
The Impact You’ll Make:
- Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
- Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
- Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
- Prepare for client meetings and presentations
- Create quarterly performance reports and distribute to clients
- Conduct cost basis research
- Perform additional duties and assist with projects as assigned
What You’ll Bring to Baird:
- Excellent customer service skills and exceptional telephone etiquette
- Demonstrates a high level of professionalism and positive attitude
- An interest in financial services and developing a career in wealth management
- Prior office experience in a corporate or university setting preferred
- Experience with the Microsoft Office package
#LI-PWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
What you'll do
- As a Temporary Associate, you will support Financial Advisors with research, client paperwork, meeting preparation, and performance reports. You will also assist with administrative functions and be a point of contact for client inquiries.
About Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.
Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.
We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.
For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.
For more information, please visit https://www.rwbaird.com/bairddifference/.
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Frequently Asked Questions
What does a Temporary Associate do at Baird?
As a Temporary Associate at Baird, you will: as a Temporary Associate, you will support Financial Advisors with research, client paperwork, meeting preparation, and performance reports. You will also assist with administrative functions and be a point of contact for client inquiries..
Is the Temporary Associate position at Baird remote?
The Temporary Associate position at Baird is based in Louisville, Tennessee, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Temporary Associate position at Baird?
You can apply for the Temporary Associate position at Baird directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.