About this opportunity
Baird Capital lists this Branch Operations Assistant opportunity in ann arbor, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Service And Marketing RoleBe responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior communication, customer service, and organizational skills.The impact you'll make:Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teamsAssist the social media strategy for the branch, including LinkedIn, website, X, etc.Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketabilityMaintain client relationship management (CRM) system for financial advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, email tracking, and more, with the goal of assisting our teams in implementing well-defined client service modelsCollaborate with branch leadership to orchestrate student worker and summer intern dutiesProcess daily check depositsMaintain knowledge of compliance policies for internal associate inquiriesMaintain schedule of broker of the day call log on a quarterly basis for all incoming switchboard inquiriesPlan, coordinate, and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restockingSort, process, and route incoming and outgoing mailCopy, fax, and file various materials as neededLog compliance files. File paperwork such as wires and branch manager daily reportsPerform other duties as assignedWhat you'll bring to Baird:High school diploma required. Associate's or bachelor's degree preferred, not required1+ years previous customer service or administrative experience; preferably in the financial services industryStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferredExcellent verbal communication skills; excellent telephone and client service skillsDetail oriented. Critical thinking and proactive problem solving skillsGood analytical skills with ability to perform semi-advanced mathAbility to work independently with minimal supervision; ability to be flexibleAbility to handle clients professionally and manage challenging situationsProficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's private wealth management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills -- consistent ability to prioritize work flow of self and financial advisors in order to achieve specific goals in a timely manner
Worksite address
ann arbor, MI, 48103, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.