Baird's Annuity & Insurance Operations team are the subject matter experts on the annuity products held by our clients. Our team has an opportunity for an Associate looking to get started on their path in the industry and wants to be involved in working directly with our branch network. Utilize problem solving skills to support our field while becoming an expert in our systems and industry.

• Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement.
• Ensure adherence to regulations, Baird policies, and department procedures and policies.
• Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests.
• Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
• Work on special team projects or support other team members in their efforts.
• Analyze incoming annuity and life insurance business for accuracy, regulatory compliance and in good order requirements. Review and approve transactions by adhering to strict deadlines in order to prevent market loss to the firm and limit risk; escalating potential risk occurrences appropriately is critical. Cross-train in order to obtain strong understanding of all roles in the Department.
• Provide support, training and education to Financial Advisors, Client Specialists and other associates regarding Annuity and Life Insurance procedures, regulations, and problem resolution.
• Assist Financial Advisors and Client Specialists in entering annuity transactions on the Annuity Order Entry Platform. Troubleshoot system errors and issues by working with the vendor and Baird’s Incident Management team. The ability to become familiar with the features of annuity products and their interaction with the AnnuityNet system is essential.
• Perform other duties as required.

• Opportunity to work with the team in a hybrid environment that offers professional collaboration and personal flexibility.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Great exposure to multiple facets of PWM and the Firm working with a diverse set of stakeholders.

• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus.
• Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
• Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
• Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
• Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
• Passion for providing high-value client service.
• Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
• Proven reliability in performance.

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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.