Cash spec

As a Cash Management Specialist, you will :

• Provide high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations Partnership Commitments.
• 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.
• Coordinate and communicate with internal clients and external vendors regarding cash management activity. This activity can include all aspects of the cash management and cash sweep products.
• Document, research and analyze problems, while rendering quick and responsible decisions based on clients’ need.
• Reconcile, settle and process trade activity with our various vendors.
• Deep knowledge on the inner workings of check writing and check writing products.
• Perform other duties as required.

What makes this opportunity great :

• Opportunity to collaborate with teammates for hands on training.
• Compelling careers working side-by-side with the best in the business.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for :

• Bachelor’s degree preferred and / or 2 years of experience in a financial services operations role is a plus.
• Ability to work with 3rd party vendor software.
• 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.

LI-CM1

Last updated : 2024-08-15