{"id":1760735,"url":"https://alion.io/job/rwbaird-corporate-crt-operations-assistant","title":"CRT Operations Assistant","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":9,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":47,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Louisville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":28000,"max_usd":48000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4005},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-28T00:00:00Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-10-22T02:44:45Z","board_verified":true,"closed_at":null,"days_open":24,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":24},"description":"About the Role:\nBaird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication.\nAs a CRT Operations Assistant, you’ll play a key role in supporting the team’s client service model through operational coordination and relationship management. You’ll assist with onboarding, account servicing, and client communications, while leveraging Baird’s tools and partnerships to support on the delivery of thoughtful financial solutions. It’s a dynamic opportunity to contribute to a high-impact team while helping clients make informed financial decisions in a collaborative, service-driven environment.\nThe Impact You’ll Make:\nResponsible for client onboarding coordination, which includes preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan \nInitiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed \nGain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients \nAnswers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken \nAssemble/generate materials including paperwork and reports for client meetings \nUnderstand and ensure business adherence with firm and financial industry regulatory policies \nMaintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models \nSeek ways to enhance FA(s) business effectiveness \nWhat You’ll Bring to Baird:\n2+ years of prior industry and/or administrative work experience \nHigh School diploma required. Associate’s or Bachelor’s degree preferred, not required \nAbility to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird \nExcellent client/customer service skills. Good verbal and written communication skills (including e-mail, phone and in person interaction) \nFocus on excellent client service \nStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred \nKnowledge in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms \nDetail oriented with an emphasis on accuracy \nStrong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner \nUnderstands compliance regulations and correspondence policies. Maintains client confidentiality in all situations \nGood analytical and critical problem-solving skills \nBaird 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.","description_format":"text","description_chars":3767,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Marine & Ocean Engineering"],"lifecycle":[{"event":"open","at":"2026-10-03T12:37:42Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.85,"p_room":0.9,"age_days":24,"expected_fill_days":47,"reasons":["conf:3","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-22T06:10:10Z"},"pay":null,"html_url":"https://alion.io/job/rwbaird-corporate-crt-operations-assistant","json_url":"https://alion.io/job/rwbaird-corporate-crt-operations-assistant.json","meta":{"generated_at":"2026-10-22T12:17:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10650,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frwbaird-corporate-crt-operations-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frwbaird-corporate-crt-operations-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frwbaird-corporate-crt-operations-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/rwbaird-corporate-crt-operations-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frwbaird-corporate-crt-operations-assistant"}]}