The ideal candidate for this year-round internship in operations, client account setup, and documentation at Baird must be pursuing a bachelor's degree with an anticipated graduation date of May 2025 or later. They should possess strong written and verbal communication skills, the ability to work in a team environment, and exceptional organizational and time management skills. Additionally, they should have strong client service, critical thinking, and troubleshooting skills to be successful in this role.

The candidate will support client account setup and documentation, troubleshoot accounting opening questions, learn about regulations and products, collaborate with team members to improve processes, and receive mentoring and training in a team-oriented environment.

Business, Operations & Strategy

United States

Milwaukee

Large

Clients come first

Integrity is irreplaceable

How we succeed is as important as if we succeed

Quality is our measure of success

The best financial advice is the result of expertise, diversity and teamwork

We will not tolerate anyone who puts themselves ahead of the client or ahead of the firm, or who breaks our Associate Promise

We seek personal balance and wellbeing at home, work and community involvement

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 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $360 billion in assets for clients around the world and employs more than 4,800 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.

Finance

Baird

<ul><li>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&nbsp;summer&nbsp;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 Cares Day, a paid day to volunteer in the community. They are also eligible to apply for scholarships. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.&nbsp;</li></ul>Team&nbsp;Overview:<ul><li>Baird’s&nbsp;Operations&nbsp;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. The Client Account Setup &amp; Documentation team processes all documents and forms necessary to open, change and maintain client accounts.</li></ul>What makes this opportunity&nbsp;great:<ul><li>Provide high value support in a dynamic and always changing industry</li><li>Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships</li><li>Recognized for your value through professional development and challenging&nbsp;projects</li></ul>

Currently Studying

Bachelors

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 Cares Day, a paid day to volunteer in the community. They are also eligible to apply for scholarships. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. 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. The Client Account Setup & Documentation team processes all documents and forms necessary to open, change and maintain client accounts.What makes this opportunity great:Provide high value support in a dynamic and always changing industryApply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationshipsRecognized for your value through professional development and challenging projects

Internship - Operations, Client Account Setup & Documentation (Year-Round)

Requirements

Responsibilities