Robert W. Baird & Co. is an American multinational independent investment firm and financial services company.

Internship – Business Coordinator (Year-Round)

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.

About our Research Operations Team:

This collaborative team of experienced individuals provides a strong foundation for the operations and production of the Equity Research department. Our focus is on efficiency, process improvement and change management as we develop innovations, creative idea generation and problem-solving solutions. Our team challenges, supports, and elevates one another as well as the Analysts we work alongside as we build our overall platform and move our department forward.

Internship Location, Availability and Hours:

Located in our Milwaukee 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 seeking a student who can start in May 2025.

As a Business Coordinator Intern, you will:

• Play an integral role in the equity research process by working closely with Coordinators and Analysts
• Assist with department initiatives and projects including coverage lists, marketing materials, and data sourcing
• Work as part of a team of Equity Research Operations Coordinators
• Collect industry data and provide a deep level of expertise in sectors as well as the department focus
• Interact directly with analyst teams
• Complete administrative tasks, as needed

What we look for:

• Pursuing a bachelor’s degree – all majors are encouraged to apply
• Graduation date of May 2026
• Ability to work within a team and on a self-directed basis
• Excellent interpersonal skills: ability to effectively communicate with associates at all levels, both verbally and in writing

What makes this opportunity great:

• Fast paced environment that will enable you to grow as a professional
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
• Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships
• Gain insight into a high performing Equity Research team

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

#DI

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.

Client Specialist

As a Client Specialist, you will:

Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.

• Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
• Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.
• Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
• May schedule client appointments and/or conference room for appointments.
• Assemble/generate materials including paperwork and reports for client meetings.
• Understand and ensure business adherence with firm and financial industry regulatory policies.
• May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
• May organize and coordinate seminars and client events at the direction of Financial Advisor(s).  Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
• Seek ways to enhance FA(s) business effectiveness and marketability.
• Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
• May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.
• May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
• Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business.  Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.

What makes this opportunity great:

• Flexible work-life balance is promoted.
• Fast paced environment that will enable you to grow as a professional.
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• A strong, stable employee-owned firm recognized as a great place to work since 2004.
• Baird provides significant technology training, plus extensive one-on-one training and support.

What we look for:

• 2+ years of prior industry work experience.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.
• Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
• Detail oriented with an emphasis on accuracy.
• Strong organizational skills — consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
• Understands compliance regulations and correspondence policies.  Maintains client confidentiality in all situations.
• Good analytical and critical problem-solving skills.
• Bachelor’s degree preferred, not required.