Internship - Financial Services Operations Year-Round

Baird
US - Wisconsin - Milwaukee
October 22, 2024

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird.

About our intern program:

Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird's summer intern program is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Gives Back Day, a paid day to volunteer in the community. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video .

Team Overview:

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. See below for a current list of internship opportunities available in our Operations department:

Client Account Support :Serve as the front-line supporting our Private Wealth Management associates to meet the needs of their clients, including opening an account or facilitating client transactions.
Client Reporting :Support multiple client communications platforms to ensure our clients receive accurate and timely information, including client statements, tax statements, and investment performance.
Product Support :Provide support and expertise on the financial products used by our clients, including mutual funds, annuities, and advisory services.

Internship Location, Availability and Hours:

Located in our downtown Milwaukee, WI office, the intern must be able to work part-time during the school semesters, 15-20 hours per week, and full time during the summer, 37.5-40 hours per week. We are currently accepting applications for year-round internships that start in January/February 2025 or May 2025.

As an Operations Intern, you will:

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 we look for:

Pursuing a bachelor's degree
Anticipated graduation date of May 2026 or later
Strong written and verbal communication skills with the ability to work effectively as a team player
Ability to work in a team environment and manage priorities to meet specific deadlines
Strong client service critical thinking and troubleshooting skills

What makes this opportunity great:

Gain experience working with financial services operations systems and technology
Opportunity to learn and contribute to team goals, and influence client experience
Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships
Your ideas matter and help create change in our business

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

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.

Read the full job description and apply online on the recuiter's web-site

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