Internship – Private Wealth Management

777 E Wisconsin Ave, Milwaukee, WI 53202, USA

InternshipDepends on ExperienceEntry LevelBachelors

Job Description

Assist with administrative functions including answering phones and responding to basic client questions. Forwards more advanced calls to Client Specialist or Financial Advisors for handling. Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections. Assist with litigation settlements. Conduct cost basis research. Create quarterly performance reports and distribute to clients. Perform additional duties and assist with projects as assigned.

Where is this job?

This job is located at 777 E Wisconsin Ave, Milwaukee, WI 53202, USA

Job Qualifications

Pursuing a Bachelor’s degree in Finance, business or related degree preferred.
Cumulative GPA of 3.0 or higher
Demonstrates a high level of professionalism and positive attitude.
Prior office experience in a corporate or university setting preferred.

Required Skills

Time Management
MS Excel
MS Word
Customer Service skills
Phone skills
Record Keeping Skills

Soft Skills

Verbal communication
written communication
Attention to detail
Multitasking Skills
Adaptability

Compensation

According to JobzMall, the average salary range for a Internship – Private Wealth Management in 777 E Wisconsin Ave, Milwaukee, WI 53202, USA is between $16.00 and $24.00 per hour. This range can vary depending on a variety of factors such as the company's size and location, the job duties required, and the individual's level of experience.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedApril 16th, 2021

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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