Statements & Investor Reporting Specialist

The Statements & Investor Reporting Specialist role is focused on supporting internal Baird Operations, Financial Advisors and Client Specialists. This role requires the willingness to learn and the ability to think critically about multiple and diverse functions within the Statements & Investor Reporting Team, while maintaining adherence to industry regulations.

As a Statements & Investor 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.
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Work on special team projects or support other team members in their efforts.
• Conduct audits and execute test plans to validate accuracy of account information on business service applications including Client Statements, Proxy, Prospectus, Trade Confirmations, Security Pricing, Data Feeds, and Baird's online client facing web portal.
• Provide support, training and education to Financial Advisors, Client Specialists, and other associates regarding client-facing financial reporting data and how it relates to Baird's financial industry regulations.

What makes this opportunity great:

• Build strong and lasting relationships across Baird Operations, Private Wealth Management and other business units by providing high-value client service.
• Succeed with a diverse team of experienced associates by providing inclusion and thought leadership through partnerships, knowledge growth and development of operational and branch efficiencies.

• Opportunity to work with the team in a hybrid environment that offers professional collaboration and personal flexibility.
• Excellent opportunity to help support a critical function within a well-respected and established wealth management business.

What we look for:

• Bachelor's degree preferred or equivalent combination of education and relevant experience.
• 2+ years of experience in a financial services role is a plus.
• SIE & Series 99 or series 7 licensed or ability to obtain within 12 months.
• Experience with SQL Server a plus.
• 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.

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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.