About this role
Account Transaction Specialist at Baird. Location: Milwaukee, Wisconsin, United States. Role: processing transactions, resolving inquiries, ensuring compliance Requirements: Process retail and retirement account transactions, resolve client inquiries, apply regulations (Reg T, margin, IRS), and provide high-value operational support; 2+ years operations or customer service experience preferred; proficiency with Microsoft Office. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: sie, series 99 Commitment: Full Time Workplace: Hybrid Languages: English