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Home Flexible Job Board Internship - Financial Services Operations (Year-Round)

Salary Unstated 10d ago

Internship - Financial Services Operations (Year-Round)

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Baird

Milwaukee, WI, US

Part-time Internship On-site

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Summary

Interns will support the operations team with daily branch inquiries and recurring tasks while collaborating to streamline processes. They will contribute to team goals and influence the client experience through hands-on project work.

Job Description

About the Role: 

Baird’s Operations Department (“Ops”) is the best kept secret in the financial services industry and plays a critical role to the success and growth or the firm.  We partner with the different business and functions within Baird with the goal of driving efficiencies and reducing risk to the firm. Interns have the opportunity to gain experience working with operations systems and technology and contribute to team goals and influence client experience. Internship opportunities are available across several specialized teams including Client Account Support, Client Reporting, Enterprise Initiativesand Product Support. 

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and work part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May/June 2027. 

The Impact You’ll Make: 

  • Support the team with daily branch office inquiries (email/phone) and with recurring team tasks 
  • Collaborate across the firm to help ensure highly efficient customer service 
  • Partner with team members to find enhancements and streamline current process 
  • Work in a team-oriented, collaborative environment 
  • Receive firsthand mentoring and training 

What You’ll Bring to Baird: 

  • Pursuing a bachelor’s degree 
  • Anticipated graduation date of May 2028 or later 
  • Strong written and verbal communication skills with the ability to work effectively as a team player 
  • Positive attitude, proactive in seeking additional work and strong initiative 
  • Detail oriented and exhibits organizational, time management and problem-solving skills 
  • Strong client service, critical thinking and troubleshooting skills 

About Our Intern Program:  

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future.  

  

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. 

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the company

Baird

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $595 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.

For more information, please visit https://www.rwbaird.com/bairddifference/.

Social Media Disclosures: https://www.rwbaird.com/connect-with-baird/

Founded

1919

Company size

5,001-10,000 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

Milwaukee, WI

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About the company

Baird

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $595 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.

For more information, please visit https://www.rwbaird.com/bairddifference/.

Social Media Disclosures: https://www.rwbaird.com/connect-with-baird/

Founded

1919

Company size

5,001-10,000 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

Milwaukee, WI

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