Temporary Client Account Setup/Documentation Specialist
Baird
Milwaukee, WI, USA
Posted on Mar 29, 2026
About The Role
- 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 IntelliPro related to Account Opening and Maintenance as needed.
- Own and manage the process for returned mail and/or email kickbacks for Client statements, confirmations, and other communications.
- Perform other duties as required.
- Temporary position with anticipated one year commitment.
- Full time hours, Monday-Friday
- Normal business hours onsite in downtown Milwaukee headquarters.
- 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.