Baird Online Support Specialist

Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members. * Milwaukee, WI * Wealth Solutions Group * R2026686 * Hybrid Apply Now **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 sup