Account Transaction Specialist

About The Role

The Account Transaction Specialist is responsible for delivering exceptional service and operational support to Financial Advisors, Client Specialists, and clients while ensuring compliance with industry regulations, firm policies, and internal procedures. The successful candidate will process retail and retirement account transactions, resolve account inquiries, and contribute to continuous process improvements that enhance efficiency, mitigate risk, and support a high-quality client experience.

• Detail-oriented, service-focused professional with strong communication and organizational skills.
• Committed to accuracy, teamwork, and operational excellence.

What You'll Bring To Baird

• Bachelor’s degree preferred and/or 2+ years of experience in a financial services operations role is a plus.
• Prior customer service experience and banking experience preferred.
• SIE and Series 99 within 120 days of hire preferred but not required.
• 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.