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Baird Online Support Specialist

Baird

LocationMilwaukee, WI
Job TypeFull-time
Work ModeN/A
SalaryNot specified
Posted

JOBLYIN SUMMARY

Job Overview

This position is offered by Baird, in Milwaukee, WI, as a Full-time role. The job details and listed requirements below are based on the original job posting.

COMPANY PROFILE

About the Company

AIThis summary was prepared with the assistance of AI based on available information and may not reflect all details about the company.

Baird is a company that offers remote employment opportunities, including roles such as Online Support Specialist. The business appears to focus on providing customer service and technical support solutions through digital platforms. While specific industry details are not available, the presence of online job titles suggests an emphasis on technology-driven services. Baird likely operates in a sector requiring remote workforce capabilities, possibly within information technology or customer service outsourcing. The company's structure and operations remain largely unspecified, but its recruitment efforts indicate a commitment to hiring individuals with relevant digital skills. As a remote employer, Baird may prioritize flexibility and virtual collaboration tools to support its team. Further details about the company’s services, size, or industry would require additional verification.

ORIGINAL JOB DESCRIPTION

About the Job

About The Role The Technology Solutions Team is an established group within Baird’s Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird’s technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support. We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups. The hours of the position will be Monday thru Friday from 9:00 AM - 6:00 PM CST The Impact You'll Make Act as a subject matter expert on our key client-facing technology, Baird Online Provide answers to inquiries about a client account Baird Online to the Financial Advisor, Client Specialist, and clients Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests Ask appropriate probing questions to gather relevant information to aid in resolution Utilize knowledge management system when troubleshooting client issues Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution Set client expectations when opening and assigning tickets and ensure all request/services are executed on time in accordance with service level agreements with the business Prioritize and escalate support incidents and requests based on business impact and documented guidelines Collaborate with other Baird Online team members to address escalated client requests Partner with Technology Product Manager to evaluate enhancement requests and support the rollout of new features Maintain knowledge management system with resolutions for common issues Make recommendations to better assist and improve the overall efficiency of daily operating procedures Identify trends with incoming calls to effectively initiate incident escalation process where appropriate Make recommendations to better assist associates and improve the overall efficiency of daily operating procedures Actively trains and mentors new Baird Online Service Desk team members What You'll Bring To Baird Bachelor’s degree or 3+ years of relevant professional experience required Ability to complete SIE, Series 7 within one year Advanced problem-solving skills and ability to troubleshoot a variety of issues Superior customer service; willingness to go “above and beyond” for your client Excellent written and verbal communication skills Professional, calm, and courteous telephone mannerisms Displays high initiative and works well under pressure Strong comfort level with technology and the ability to explain new concepts effectively to end users Ability to develop, build, and maintain relationships with internal and external partners Must have ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment Show more

CAREER PROFILE

Role Overview

AIThis summary was prepared with the assistance of AI based on available information and may not reflect all details about the company.

The Baird Online Support Specialist provides assistance to users through digital platforms, ensuring they can effectively navigate and utilize financial tools. This role involves resolving technical issues and offering guidance to enhance user experience.

REQUIREMENTS

Required Skills

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JOB SOURCE

Original Job Listing

This job was found through LinkedIn. You can review the original listing before applying.

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