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Jobs

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Client Specialist (Pittsburgh, PA)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

Click to see more and apply

Client Planning Specialist (Waukesha, WI)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Planning Specialist, you will: Provide financial planning, client service and operational support to one or more Financial Advisors following a wealth management or portfolio management business approach. Owning and managing all or a portion of the Financial Advisors’ financial planning activities. Lead in the generation and creation of financial plans using MoneyGuidePro to create and deliver financial plans to clients. This may also include the ownership of other wealth management activities including tax reviews, estate plans, etc. …

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Financial Advisor In Training (Salt Lake City, UT)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training. The …

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Client Assistant (Clarksville, TN)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Assistant, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

Click to see more and apply

Sr. Client Specialist Spokane, WA

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Senior Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management …

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Client Specialist (Asheville, NC)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage …

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Client Specialist (St Louis, MO)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

Click to see more and apply

Client Specialist (Blue Bell, PA)

Baird
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Posted on: March 27, 2023
Full-Time Expires April 27, 2023

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

Click to see more and apply

Sales and Use Compliance Tax – Contractor

EY LLP
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Posted on: March 27, 2023
Full-Time Expires May 22, 2023

Sales and Use Compliance Tax – Contractor Irvine, CA, USA & Nashville, TN, USA Contract Description We currently have a contract opportunity in the Sales & Use Compliance Tax group. Responsibilities · This role will handle sales and use tax compliance, and the preparation of monthly sales tax returns, which involves taking information from various data sources, processing through an internal software, and preparing and validating a high volume of sales tax returns · Analyze data sets of varying degrees …

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Undergraduate Career Services Hours

PREBYS CENTER DROP-INS
M 8am - 5pm 10am - 3pm
T 8am - 5pm 10am - 3pm
W 8am - 5pm 10am - 3pm
TH 8am - 5pm 10am - 3pm
F 8am - 5pm 10am - 3pm

QUICK QUESTION? Come see us during drop-in hours. NEED MORE TIME? Please request an appointment.

Contact & Location

Phone
STUDENT: 812-855-2482
EMPLOYER: 812-855-5317
Email
KelleyUCS@iu.edu
Address

UNDERGRADUATE CAREER SERVICES
Prebys Career Center, Room 0200
1309 E Tenth Street
Bloomington, IN 47405

Fulfilling the Promise

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