Account Transaction Specialist - Milwaukee, United States - Robert W. Baird

Robert W. Baird

Verified Company

Milwaukee, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

As an Account Transaction 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.
Set up, maintenance and monitoring of client instructions to establish bank ACH instructions and other standing account instructions.
Serves as the main point of contact for ACH setup and maintenance related questions for both retail and IRA accounts.
Review and approval of client check deposits.
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.
Perform other duties as required.

What makes this opportunity great:

Fast paced environment, requires problem solving and new challenges daily.
Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable.
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, highquality results.
Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
The ability to effectively relate to work in a teamoriented setting.
Passion for providing highvalue client service.
Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
Proven reliability in performance.

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.

Advisory Solutions Consultant