As an Account Transaction Specialist, you will:

• Handles various IRA/Retirement plan functions, and is cross-trained knowing most functions within the Account Transactions (IRA) team.
• Assist in testing of reports and/or forms that are generated before they are distributed; including but not limited to 1099Q/1099R/5498-ESA, 5498s.
• Serves as statement tester. Also involved with various department projects.
• Provides verbal and written communication to acquire or disperse information.
• Answers and/or initiate telephone calls, answers routine questions, or follow-through on requests.
• Review transaction requests that include distributions, contributions, cash and stock movements, Conversions and Recharacterizations, Contribution corrections, Death, and Divorce.
• 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 including the ability to analyze and resolve client inquiries in a timely manner.
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Over time, may be called upon to train other associates as needed and partner with Senior Specialists on more complex client/account issues.
• Assist manager and others as requested. Perform other duties as required.

What makes this opportunity great:

• Compelling career working side-by-side with the best in the business.
• Joining a well established team with a great deal of tenure at Baird.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus.
• Prior customer service experience and banking experience preferred.
• 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.

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Commitment to Inclusion & Diversity

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. Learn more here.