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Supports securities processing operations by handling physical and electronic stock, reviewing documentation, researching exceptions, and ensuring accurate, timely transactions. The intern will learn brokerage operations, financial-system workflows, risk management, and regulatory requirements while collaborating with branches, custodians, transfer agents, and internal teams. The role is full-time during summer and part-time during academic semesters in Baird’s Milwaukee office.

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

The Client Specialist is responsible for client onboarding, account management, coordinating communications, organizing client events, and ensuring compliance with regulatory policies.

Provide industry and company coverage for a 15+ stock group alongside a Senior Analyst: build financial models, conduct field research, write and distribute reports, engage with company management and institutional clients, and support sales and trading. Attend conferences and help develop client relationships.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare paperwork and meeting materials, process transactions, support events and social media, ensure compliance, and proactively identify investment opportunities to drive advisor business.

Design, build, test, and maintain ETL/ELT data integration pipelines and data architecture. Perform data mapping, profiling, quality remediation, and support BI/analytics by partnering with business and technical teams. Provide full lifecycle support, documentation, and continuous improvement in a hybrid agile environment.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling communications and transactions, organizing client events, and monitoring investment-related activities. The role also provides operational support, ensures regulatory adherence, manages client service workflows, and may enter securities orders under advisor or client direction.

Provides client service and operational support to Financial Advisors by coordinating onboarding, preparing account paperwork, maintaining CRM records, handling client requests and transactions, organizing meetings and events, monitoring investment opportunities, and ensuring regulatory compliance. The role also supports communications, reporting, social media, fixed annuity servicing, and special projects while maintaining confidentiality and accuracy.

Provide client service and operational support to one or more Financial Advisors: coordinate onboarding, manage prospect pipeline, prepare account paperwork, maintain CRM, assemble client meeting materials, handle inbound calls and transactions, support compliance, assist marketing/social media and events, and proactively identify investment opportunities to drive advisor business.