About The Role:
As an Account Transfers Specialist, you will play a key role in facilitating the accurate and timely transfer of client assets while delivering exceptional service to financial advisors, clients, and business partners. This position involves reviewing account transfer documentation, coordinating with financial institutions and vendors, monitoring transactions through completion, and ensuring compliance with regulatory and firm requirements. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment while balancing multiple priorities and contributing to continuous process improvements.
The Impact You'll Make:
- 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
- Responsible for communicating with various Mutual Fund Companies, Banks, Brokerage Firms, Transfer Agents and Vendors
- Reviews paperwork received for proper documentation and correct signatures required to process request
- Monitors account status closely to detect and correct problems at any point in the process
- Oversees transfers through the NSCC’s (National Securities Clearing Corporation) and the DTC’s (Depository Trust Company) PC interface
- Perform other duties as required
What You'll Bring To Baird:
- 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)
- 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 attendance and performance
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Skills Required
- Bachelor's degree
- 2+ years of experience in a financial services operations role
- Proficiency with Microsoft Office, including Word, Excel, and Outlook
- Ability to handle multiple assignments, work under pressure, meet deadlines, and produce accurate results
- Strong organizational skills and ability to prioritize, monitor, and complete multiple tasks independently or collaboratively
- Strong written and verbal communication skills
- Ability to provide high-value client service
- Ability to maintain focus and prioritize workload effectively under pressure
- Proven reliability in attendance and performance
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are portrayed as a standout, with 401(k) match and profit-sharing cited as notable strengths that enhance long-term financial security.
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Parental & Family Support — Paid parental leave is highlighted as generous, with clear support for both primary and secondary caregivers, alongside adoption assistance.
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Leave & Time Off Breadth — Paid holidays and PTO that increases with tenure are emphasized as above average, contributing to overall benefits satisfaction.
Baird Insights
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
