Internship - Financial Services Operations (Year-Round)

Posted 12 Days Ago
Be an Early Applicant
Milwaukee, WI, USA
In-Office
Internship
Fintech
The Role
Supports financial services operations through branch office inquiry handling, recurring team tasks, client service, process improvement, troubleshooting, and cross-functional collaboration. The intern works with operations systems and technology, receives mentoring and training, and contributes to initiatives that improve efficiency, reduce risk, and enhance client experience. The position requires full-time summer work and part-time work during school semesters in Baird’s Milwaukee office.
Summary Generated by Built In

About the Role: 

Baird’s Operations Department (“Ops”) is the best kept secret in the financial services industry and plays a critical role to the success and growth or the firm.  We partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. Interns have the opportunity to gain experience working with operations systems and technology and contribute to team goals and influence client experience. Internship opportunities are available across several specialized teams including Client Account Support, Client Reporting, Enterprise Initiativesand Product Support. 

 

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and work part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May/June 2027. 

 

The Impact You’ll Make: 

  • Support the team with daily branch office inquiries (email/phone) and with recurring team tasks 
  • Collaborate across the firm to help ensure highly efficient customer service 
  • Partner with team members to find enhancements and streamline current process 
  • Work in a team-oriented, collaborative environment 
  • Receive firsthand mentoring and training 

 

What You’ll Bring to Baird: 

  • Pursuing a bachelor’s degree 
  • Anticipated graduation date of May 2028 or later 
  • Strong written and verbal communication skills with the ability to work effectively as a team player 
  • Positive attitude, proactive in seeking additional work and strong initiative 
  • Detail oriented and exhibits organizational, time management and problem-solving skills 
  • Strong client service, critical thinking and troubleshooting skills 

 

About Our Intern Program:  

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future.  

  

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. 

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

  • Pursuing a bachelor's degree
  • Anticipated graduation date of May 2028 or later
  • Strong written and verbal communication skills
  • Ability to work effectively as a team player
  • Positive attitude and proactive initiative
  • Detail orientation and organizational skills
  • Time management and problem-solving skills
  • Strong client service, critical thinking, and troubleshooting skills
  • Ability to work full time during summer and part time during school semesters
  • Local student able to work in the downtown Milwaukee, Wisconsin office
  • Must not require current or future employment visa sponsorship

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.

  • Retirement Support — Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
  • Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
  • Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.

Baird Insights

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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

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.

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