Online Support Specialist

Position: Baird Online Support Specialist
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 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#LI-CM1

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.

Summary

Location:

WI-Milwaukee Type:
Full time